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Brown, Lisle/Cummings’s UBS Group UBS Stock Holding History

Brown, Lisle/Cummings’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 		$1.37K Hold
35
– – ﹤0.01% 892
2025
Q4 		$1.62K Hold
35
– – ﹤0.01% 654
2025
Q3 		$1.44K Hold
35
– – ﹤0.01% 680
2025
Q2 		$1.18K Hold
35
– – ﹤0.01% 695
2025
Q1 		$1.07K Buy
+35
New +$1.17K ﹤0.01% 702

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

Brown, Lisle/Cummings's UBS Position: Q1 2026 in Review

Brown, Lisle/Cummings held its UBS Group (UBS) position steady in Q1 2026 at 35 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Brown, Lisle/Cummings first reported a position in UBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.62K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Brown, Lisle/Cummings held 35 shares of UBS Group worth $1.37K as of Q1 2026.
  • Brown, Lisle/Cummings left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #892 holding.
  • Brown, Lisle/Cummings first reported a position in UBS Group in Q1 2025 and has held it in 5 quarters since.
  • Brown, Lisle/Cummings's UBS Group position peaked at $1.62K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.