Banque Cantonale Vaudoise’s UBS Group UBS Stock Holding History

Banque Cantonale Vaudoise’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
2023 Q3	–	Sell	-50	Closed	-$4K	–	1216
2023 Q2	$4K	Buy	+50	New	+$1K	﹤0.01%	1146
2022 Q4	–	Sell	-20	Closed	-$29K	–	1244
2022 Q3	$29K	Buy	+20	New	+$320	﹤0.01%	1058
2022 Q2	–	Sell	-100	Closed	-$197K	–	1359
2022 Q1	$197K	Buy	+100	New	+$1.89K	0.01%	797
2021 Q4	–	Sell	-250	Closed	-$401K	–	1401
2021 Q3	$401K	Buy	250 +100	+67%	+$1.62K	0.02%	629
2021 Q2	$230K	Buy	+150	New	+$2.37K	0.01%	814

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

Banque Cantonale Vaudoise's UBS Position: Q1 2026 in Review

Banque Cantonale Vaudoise increased its UBS Group (UBS) stake by 6% in Q1 2026, buying an estimated $17.2M and bringing the position to 7,141,370 shares worth $273M. The position accounts for 10.28% of the portfolio, ranked #1.

Banque Cantonale Vaudoise first reported a position in UBS in Q4 2019 and has held it in 25 quarters since. The position peaked at $314M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Banque Cantonale Vaudoise held 7,141,370 shares of UBS Group worth $273M as of Q1 2026.
Banque Cantonale Vaudoise bought 402,440 UBS Group shares in Q1 2026, an estimated $17.2M.
UBS Group made up 10.28% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #1 holding.
Banque Cantonale Vaudoise first reported a position in UBS Group in Q4 2019 and has held it in 25 quarters since.
Banque Cantonale Vaudoise's UBS Group position peaked at $314M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.