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Ashton Thomas Private Wealth’s UBS Group UBS Stock Holding History

Ashton Thomas Private Wealth’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 		$219K Sell
5,594
-74
-1% -$3.17K 0.01% 996
2025
Q4 		$262K Buy
+5,668
New +$229K 0.01% 864
2024
Q3 		– Sell
-1,706
Closed -$50.4K – 1758
2024
Q2 		$50.4K Buy
+1,706
New +$50.7K ﹤0.01% 911

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

Ashton Thomas Private Wealth's UBS Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its UBS Group (UBS) stake by 1.3% in Q1 2026, selling an estimated $3.17K and leaving 5,594 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #996.

Ashton Thomas Private Wealth first reported a position in UBS in Q2 2024 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Ashton Thomas Private Wealth held 5,594 shares of UBS Group worth $219K as of Q1 2026.
  • Ashton Thomas Private Wealth sold 74 UBS Group shares in Q1 2026, an estimated $3.17K.
  • UBS Group made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #996 holding.
  • Ashton Thomas Private Wealth first reported a position in UBS Group in Q2 2024 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's UBS Group position peaked at $262K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.