ACM
UBS icon

Anfield Capital Management’s UBS Group UBS Stock Holding History

Anfield Capital Management’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 		$119K Buy
+3,034
New +$130K 0.03% 163
2021
Q3 		– Sell
-50
Closed -$1K – 249
2021
Q2 		$1K Buy
+50
New +$790 ﹤0.01% 210

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Anfield Capital Management's UBS Position: Q1 2026 in Review

Anfield Capital Management opened a new position in UBS Group (UBS) in Q1 2026: 3,034 shares worth $119K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: Anfield Capital Management previously reported a position in UBS as recently as Q2 2021.

Anfield Capital Management first reported a position in UBS in Q2 2021 and has held it in 2 quarters since. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Anfield Capital Management held 3,034 shares of UBS Group worth $119K as of Q1 2026.
  • UBS Group was a new Anfield Capital Management position in Q1 2026.
  • UBS Group made up 0.03% of Anfield Capital Management's portfolio in Q1 2026, its #163 holding.
  • Anfield Capital Management first reported a position in UBS Group in Q2 2021 and has held it in 2 quarters since.
  • 685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.