Baader Bank Aktiengesellschaft’s UBS Group UBS Stock Holding History

Baader Bank Aktiengesellschaft’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	$12.4M	Sell	321,846 -38,994	-11%	-$1.67M	0.97%	21
2025 Q4	$16.8M	Hold	360,840	–	–	1.16%	15
2025 Q3	$14.7M	Hold	360,840	–	–	0.96%	19
2025 Q2	$12.2M	Hold	360,840	–	–	0.88%	20
2025 Q1	$11M	Buy	360,840 +10,840	+3%	+$362K	0.82%	24
2024 Q4	$10.7M	Hold	350,000	–	–	0.7%	26
2024 Q3	$10.8M	Hold	350,000	–	–	0.63%	45
2024 Q2	$10.3M	Hold	350,000	–	–	0.65%	27
2024 Q1	$10.8M	Sell	350,000 -189,880	-35%	-$5.61M	0.77%	38
2023 Q4	$16.7M	Buy	539,880 +14,880	+3%	+$391K	1.21%	22
2023 Q3	$11.9M	Buy	+525,000	New	+$12.3M	0.8%	29
2023 Q2	–	Sell	-500,000	Closed	-$9.64M	–	500
2023 Q1	$9.64M	Buy	500,000 +120,000	+32%	+$2.5M	0.49%	70
2022 Q4	$7.07M	Buy	+380,000	New	+$6.46M	0.34%	112
2022 Q3	–	Sell	-162,330	Closed	-$2.62M	–	384
2022 Q2	$2.62M	Buy	+162,330	New	+$2.85M	0.2%	120

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

Baader Bank Aktiengesellschaft's UBS Position: Q1 2026 in Review

Baader Bank Aktiengesellschaft reduced its UBS Group (UBS) stake by 11% in Q1 2026, selling an estimated $1.67M and leaving 321,846 shares worth $12.4M. The position accounts for 0.97% of the portfolio, ranked #21.

Baader Bank Aktiengesellschaft first reported a position in UBS in Q2 2022 and has held it in 14 quarters since. The position peaked at $16.8M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Baader Bank Aktiengesellschaft held 321,846 shares of UBS Group worth $12.4M as of Q1 2026.
Baader Bank Aktiengesellschaft sold 38,994 UBS Group shares in Q1 2026, an estimated $1.67M.
UBS Group made up 0.97% of Baader Bank Aktiengesellschaft's portfolio in Q1 2026, its #21 holding.
Baader Bank Aktiengesellschaft first reported a position in UBS Group in Q2 2022 and has held it in 14 quarters since.
Baader Bank Aktiengesellschaft's UBS Group position peaked at $16.8M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Baader Bank Aktiengesellschaft's 13F filing for Q1 2026, filed 8 May 2026.