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Ancora Advisors’s UBS Group UBS Stock Holding History

Ancora Advisors’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 		$86.2K Buy
2,207
+1,989
+912% +$85.1K ﹤0.01% 945
2025
Q4 		$10.1K Buy
+218
New +$8.81K ﹤0.01% 1792
2023
Q3 		– Sell
-100
Closed -$2.03K – 1832
2023
Q2 		$2.03K Buy
+100
New +$2.01K ﹤0.01% 1483
2022
Q3 		– Sell
-683
Closed -$11K – 2170
2022
Q2 		$11K Buy
+683
New +$12K ﹤0.01% 1585

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

Ancora Advisors's UBS Position: Q1 2026 in Review

Ancora Advisors increased its UBS Group (UBS) stake by 912% in Q1 2026, buying an estimated $85.1K and bringing the position to 2,207 shares worth $86.2K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Ancora Advisors first reported a position in UBS in Q2 2022 and has held it in 4 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Ancora Advisors held 2,207 shares of UBS Group worth $86.2K as of Q1 2026.
  • Ancora Advisors bought 1,989 UBS Group shares in Q1 2026, an estimated $85.1K.
  • UBS Group made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #945 holding.
  • Ancora Advisors first reported a position in UBS Group in Q2 2022 and has held it in 4 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.