Atomi Financial Group’s UBS Group UBS Stock Holding History

Atomi Financial 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	$1.61M	Sell	41,095 -537	-1%	-$23K	0.05%	290
2025 Q4	$1.93M	Buy	41,632 +2,953	+8%	+$119K	0.06%	249
2025 Q3	$1.59M	Buy	38,679 +9,619	+33%	+$374K	0.05%	246
2025 Q2	$983K	Sell	29,060 -10,905	-27%	-$337K	0.04%	343
2025 Q1	$1.22M	Buy	39,965 +3,705	+10%	+$124K	0.06%	246
2024 Q4	$1.1M	Buy	36,260 +6,673	+23%	+$212K	0.06%	248
2024 Q3	$915K	Buy	29,587 +1,706	+6%	+$51.3K	0.06%	263
2024 Q2	$824K	Sell	27,881 -3,825	-12%	-$114K	0.06%	252
2024 Q1	$974K	Buy	31,706 +4,861	+18%	+$144K	0.09%	186
2023 Q4	$830K	Buy	26,845 +16,096	+150%	+$423K	0.11%	164
2023 Q3	$265K	Buy	+10,749	New	+$251K	0.09%	267

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

Atomi Financial Group's UBS Position: Q1 2026 in Review

Atomi Financial Group reduced its UBS Group (UBS) stake by 1.3% in Q1 2026, selling an estimated $23K and leaving 41,095 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #290.

Atomi Financial Group first reported a position in UBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Atomi Financial Group held 41,095 shares of UBS Group worth $1.61M as of Q1 2026.
Atomi Financial Group sold 537 UBS Group shares in Q1 2026, an estimated $23K.
UBS Group made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #290 holding.
Atomi Financial Group first reported a position in UBS Group in Q3 2023 and has held it in 11 quarters since.
Atomi Financial Group's UBS Group position peaked at $1.93M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.