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American Trust’s UBS Group UBS Stock Holding History

American Trust’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,879
Closed -$226K – 349
2025
Q4 		$226K Buy
+4,879
New +$197K 0.02% 292
2024
Q1 		– Sell
-9,217
Closed -$285K – 316
2023
Q4 		$285K Buy
+9,217
New +$242K 0.02% 216

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

American Trust's UBS Position: Q1 2026 in Review

American Trust sold out of UBS Group (UBS) in Q1 2026, closing a stake of 4,879 shares — an estimated $226K sold.

American Trust first reported a position in UBS in Q4 2023 and held it in 2 quarters. The position peaked at $285K in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • American Trust reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • American Trust sold 4,879 UBS Group shares in Q1 2026, an estimated $226K.
  • American Trust first reported a position in UBS Group in Q4 2023 and held it in 2 quarters.
  • American Trust's UBS Group position peaked at $285K in Q4 2023.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.