Bruce G. Allen Investments’s UBS Group UBS Stock Holding History

Bruce G. Allen Investments’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	$101K	Sell	2,575 -66	-2%	-$2.83K	0.07%	158
2025 Q4	$122K	Sell	2,641 -10	-0.4%	-$404	0.08%	127
2025 Q3	$109K	Sell	2,651 -8	-0.3%	-$311	0.08%	143
2025 Q2	$89.9K	Sell	2,659 -93	-3%	-$2.88K	0.07%	169
2025 Q1	$84.3K	Sell	2,752 -1,124	-29%	-$37.5K	0.07%	162
2024 Q4	$118K	Sell	3,876 -119	-3%	-$3.77K	0.1%	129
2024 Q3	$123K	Buy	3,995 +652	+20%	+$19.6K	0.1%	132
2024 Q2	$98.8K	Sell	3,343 -722	-18%	-$21.5K	0.08%	148
2024 Q1	$125K	Sell	4,065 -110	-3%	-$3.25K	0.1%	128
2023 Q4	$129K	Buy	+4,175	New	+$110K	0.12%	111

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

Bruce G. Allen Investments's UBS Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its UBS Group (UBS) stake by 2.5% in Q1 2026, selling an estimated $2.83K and leaving 2,575 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #158.

Bruce G. Allen Investments first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $129K in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Bruce G. Allen Investments held 2,575 shares of UBS Group worth $101K as of Q1 2026.
Bruce G. Allen Investments sold 66 UBS Group shares in Q1 2026, an estimated $2.83K.
UBS Group made up 0.07% of Bruce G. Allen Investments's portfolio in Q1 2026, its #158 holding.
Bruce G. Allen Investments first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's UBS Group position peaked at $129K in Q4 2023.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.