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Atria Investments’s UBS Group UBS Stock Holding History

Atria Investments’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 		$1.36M Sell
34,683
-6,402
-16% -$274K 0.02% 896
2025
Q4 		$1.9M Buy
41,085
+2,122
+5% +$85.7K 0.02% 740
2025
Q3 		$1.6M Buy
38,963
+805
+2% +$31.3K 0.02% 819
2025
Q2 		$1.29M Sell
38,158
-18,402
-33% -$569K 0.02% 914
2025
Q1 		$1.73M Buy
56,560
+8,743
+18% +$292K 0.02% 761
2024
Q4 		$1.45M Sell
47,817
-11,848
-20% -$376K 0.02% 814
2024
Q3 		$1.84M Sell
59,665
-9,813
-14% -$295K 0.02% 694
2024
Q2 		$2.05M Buy
69,478
+4,035
+6% +$120K 0.03% 629
2024
Q1 		$2.01M Sell
65,443
-8,110
-11% -$240K 0.03% 657
2023
Q4 		$2.27M Buy
73,553
+2,526
+4% +$66.4K 0.04% 549
2023
Q3 		$1.75M Buy
71,027
+3,547
+5% +$82.8K 0.03% 618
2023
Q2 		$1.37M Buy
67,480
+7,679
+13% +$154K 0.02% 706
2023
Q1 		$1.28M Buy
+59,801
New +$1.25M 0.02% 713
2016
Q1 		– Sell
-12,840
Closed -$223K – 492
2015
Q4 		$223K Buy
12,840
+422
+3% +$8.23K 0.02% 370
2015
Q3 		$230K Sell
12,418
-732
-6% -$15.5K 0.03% 308
2015
Q2 		$279K Buy
13,150
+2,998
+30% +$62.6K 0.03% 324
2015
Q1 		$191K Buy
+10,152
New +$177K 0.02% 389

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

Atria Investments's UBS Position: Q1 2026 in Review

Atria Investments reduced its UBS Group (UBS) stake by 16% in Q1 2026, selling an estimated $274K and leaving 34,683 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #896.

Atria Investments first reported a position in UBS in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.27M in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Atria Investments held 34,683 shares of UBS Group worth $1.36M as of Q1 2026.
  • Atria Investments sold 6,402 UBS Group shares in Q1 2026, an estimated $274K.
  • UBS Group made up 0.02% of Atria Investments's portfolio in Q1 2026, its #896 holding.
  • Atria Investments first reported a position in UBS Group in Q1 2015 and has held it in 17 quarters since.
  • Atria Investments's UBS Group position peaked at $2.27M in Q4 2023.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.