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Bailard’s UBS Group UBS Stock Holding History

Bailard’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 		$1.18M Sell
30,281
-876
-3% -$37.5K 0.03% 299
2025
Q4 		$1.44M Sell
31,157
-1,132
-4% -$45.7K 0.03% 271
2025
Q3 		$1.32M Sell
32,289
-3,591
-10% -$139K 0.03% 291
2025
Q2 		$1.21M Sell
35,880
-384
-1% -$11.9K 0.03% 300
2025
Q1 		$1.11M Sell
36,264
-503
-1% -$16.8K 0.03% 292
2024
Q4 		$1.11M Buy
36,767
+541
+1% +$17.1K 0.03% 285
2024
Q3 		$1.12M Buy
36,226
+265
+0.7% +$7.96K 0.03% 285
2024
Q2 		$1.06M Sell
35,961
-306
-0.8% -$9.1K 0.03% 280
2024
Q1 		$1.11M Buy
36,267
+815
+2% +$24.1K 0.03% 291
2023
Q4 		$1.1M Sell
35,452
-78
-0.2% -$2.05K 0.03% 285
2023
Q3 		$876K Sell
35,530
-1,030
-3% -$24.1K 0.03% 289
2023
Q2 		$741K Sell
36,560
-4,657
-11% -$93.6K 0.03% 307
2023
Q1 		$880K Buy
+41,217
New +$860K 0.03% 288

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

Bailard's UBS Position: Q1 2026 in Review

Bailard reduced its UBS Group (UBS) stake by 2.8% in Q1 2026, selling an estimated $37.5K and leaving 30,281 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #299.

Bailard first reported a position in UBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.44M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Bailard held 30,281 shares of UBS Group worth $1.18M as of Q1 2026.
  • Bailard sold 876 UBS Group shares in Q1 2026, an estimated $37.5K.
  • UBS Group made up 0.03% of Bailard's portfolio in Q1 2026, its #299 holding.
  • Bailard first reported a position in UBS Group in Q1 2023 and has held it in 13 quarters since.
  • Bailard's UBS Group position peaked at $1.44M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.