Aprio Wealth Management’s UBS Group UBS Stock Holding History

Aprio Wealth 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	$475K	Buy	12,146 +781	+7%	+$33.4K	0.03%	369
2025 Q4	$526K	Sell	11,365 -16	-0.1%	-$646	0.03%	310
2025 Q3	$467K	Buy	11,381 +2,003	+21%	+$77.8K	0.05%	234
2025 Q2	$317K	Sell	9,378 -3,710	-28%	-$115K	0.04%	276
2025 Q1	$401K	Buy	13,088 +1,705	+15%	+$56.9K	0.05%	211
2024 Q4	$345K	Buy	11,383 +1,785	+19%	+$56.6K	0.05%	187
2024 Q3	$297K	Sell	9,598 -106	-1%	-$3.19K	0.05%	199
2024 Q2	$287K	Sell	9,704 -252	-3%	-$7.49K	0.05%	176
2024 Q1	$306K	Buy	9,956 +891	+10%	+$26.3K	0.06%	153
2023 Q4	$280K	Buy	9,065 +191	+2%	+$5.02K	0.06%	147
2023 Q3	$219K	Buy	+8,874	New	+$207K	0.06%	152

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Aprio Wealth Management's UBS Position: Q1 2026 in Review

Aprio Wealth Management increased its UBS Group (UBS) stake by 6.9% in Q1 2026, buying an estimated $33.4K and bringing the position to 12,146 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #369.

Aprio Wealth Management first reported a position in UBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $526K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Aprio Wealth Management held 12,146 shares of UBS Group worth $475K as of Q1 2026.
Aprio Wealth Management bought 781 UBS Group shares in Q1 2026, an estimated $33.4K.
UBS Group made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #369 holding.
Aprio Wealth Management first reported a position in UBS Group in Q3 2023 and has held it in 11 quarters since.
Aprio Wealth Management's UBS Group position peaked at $526K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.