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Ascent Group’s UBS Group UBS Stock Holding History

Ascent Group’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 		$673K Buy
17,237
+869
+5% +$37.2K 0.02% 439
2025
Q4 		$758K Buy
16,368
+1,068
+7% +$43.2K 0.03% 417
2025
Q3 		$627K Buy
15,300
+49
+0.3% +$1.9K 0.02% 449
2025
Q2 		$516K Buy
15,251
+18
+0.1% +$557 0.02% 467
2025
Q1 		$467K Buy
15,233
+4,620
+44% +$154K 0.02% 470
2024
Q4 		$322K Buy
10,613
+105
+1% +$3.33K 0.02% 448
2024
Q3 		$325K Sell
10,508
-67
-0.6% -$2.01K 0.02% 430
2024
Q2 		$312K Sell
10,575
-1,423
-12% -$42.3K 0.03% 417
2024
Q1 		$369K Sell
11,998
-318
-3% -$9.39K 0.03% 403
2023
Q4 		$344K Buy
12,316
+55
+0.4% +$1.45K 0.03% 401
2023
Q3 		$301K Buy
12,261
+1,276
+12% +$29.8K 0.03% 386
2023
Q2 		$242K Sell
10,985
-2,014
-15% -$40.5K 0.03% 410
2023
Q1 		$277K Buy
12,999
+389
+3% +$8.12K 0.03% 414
2022
Q4 		$235K Buy
12,610
+2,041
+19% +$34.7K 0.03% 430
2022
Q3 		$168K Buy
10,569
+152
+1% +$2.43K 0.02% 449
2022
Q2 		$169K Buy
+10,417
New +$183K 0.02% 460

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

Ascent Group's UBS Position: Q1 2026 in Review

Ascent Group increased its UBS Group (UBS) stake by 5.3% in Q1 2026, buying an estimated $37.2K and bringing the position to 17,237 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #439.

Ascent Group first reported a position in UBS in Q2 2022 and has held it in 16 quarters since. The position peaked at $758K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Ascent Group held 17,237 shares of UBS Group worth $673K as of Q1 2026.
  • Ascent Group bought 869 UBS Group shares in Q1 2026, an estimated $37.2K.
  • UBS Group made up 0.02% of Ascent Group's portfolio in Q1 2026, its #439 holding.
  • Ascent Group first reported a position in UBS Group in Q2 2022 and has held it in 16 quarters since.
  • Ascent Group's UBS Group position peaked at $758K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.