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Bayforest Capital’s UBS Group UBS Stock Holding History

Bayforest Capital’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 		$97.8K Sell
2,503
-1,005
-29% -$43K 0.11% 360
2025
Q4 		$162K Buy
+3,508
New +$142K 0.12% 344
2025
Q3 		– Sell
-22,622
Closed -$765K – 927
2025
Q2 		$765K Buy
+22,622
New +$700K 0.33% 78
2025
Q1 		– Sell
-2,535
Closed -$76.9K – 902
2024
Q4 		$76.9K Buy
+2,535
New +$80.3K 0.1% 375

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

Bayforest Capital's UBS Position: Q1 2026 in Review

Bayforest Capital reduced its UBS Group (UBS) stake by 29% in Q1 2026, selling an estimated $43K and leaving 2,503 shares worth $97.8K. The position accounts for 0.11% of the portfolio, ranked #360.

Bayforest Capital first reported a position in UBS in Q4 2024 and has held it in 4 quarters since. The position peaked at $765K in Q2 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Bayforest Capital held 2,503 shares of UBS Group worth $97.8K as of Q1 2026.
  • Bayforest Capital sold 1,005 UBS Group shares in Q1 2026, an estimated $43K.
  • UBS Group made up 0.11% of Bayforest Capital's portfolio in Q1 2026, its #360 holding.
  • Bayforest Capital first reported a position in UBS Group in Q4 2024 and has held it in 4 quarters since.
  • Bayforest Capital's UBS Group position peaked at $765K in Q2 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.