Banque Transatlantique’s UBS Group UBS Stock Holding History

Banque Transatlantique’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	$2.7M	Buy	70,235 +65,388	+1,349%	+$2.8M	0.06%	83
2025 Q4	$226K	Hold	4,847	–	–	0.01%	118
2025 Q3	$198K	Buy	+4,847	New	+$188K	﹤0.01%	123
2025 Q2	–	Sell	-4,847	Closed	-$147K	–	263
2025 Q1	$147K	Buy	+4,847	New	+$162K	﹤0.01%	123

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 Transatlantique's UBS Position: Q1 2026 in Review

Banque Transatlantique increased its UBS Group (UBS) stake by 1,349% in Q1 2026, buying an estimated $2.8M and bringing the position to 70,235 shares worth $2.7M. The position accounts for 0.06% of the portfolio, ranked #83.

Banque Transatlantique first reported a position in UBS in Q1 2025 and has held it in 4 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Banque Transatlantique held 70,235 shares of UBS Group worth $2.7M as of Q1 2026.
Banque Transatlantique bought 65,388 UBS Group shares in Q1 2026, an estimated $2.8M.
UBS Group made up 0.06% of Banque Transatlantique's portfolio in Q1 2026, its #83 holding.
Banque Transatlantique first reported a position in UBS Group in Q1 2025 and has held it in 4 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Banque Transatlantique's 13F filing for Q1 2026, filed 13 May 2026.