CFO
UBS icon

Callan Family Office’s UBS Group UBS Stock Holding History

Callan Family Office’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 		$5.44M Buy
139,309
+1,722
+1% +$73.7K 0.12% 178
2025
Q4 		$6.37M Buy
137,587
+86,738
+171% +$3.5M 0.14% 155
2025
Q3 		$2.08M Sell
50,849
-6,182
-11% -$240K 0.07% 259
2025
Q2 		$1.93M Buy
57,031
+34,278
+151% +$1.06M 0.06% 280
2025
Q1 		$697K Sell
22,753
-3,130
-12% -$104K 0.05% 263
2024
Q4 		$785K Buy
+25,883
New +$820K 0.05% 291

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

Callan Family Office's UBS Position: Q1 2026 in Review

Callan Family Office increased its UBS Group (UBS) stake by 1.3% in Q1 2026, buying an estimated $73.7K and bringing the position to 139,309 shares worth $5.44M. The position accounts for 0.12% of the portfolio, ranked #178.

Callan Family Office first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.37M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Callan Family Office held 139,309 shares of UBS Group worth $5.44M as of Q1 2026.
  • Callan Family Office bought 1,722 UBS Group shares in Q1 2026, an estimated $73.7K.
  • UBS Group made up 0.12% of Callan Family Office's portfolio in Q1 2026, its #178 holding.
  • Callan Family Office first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's UBS Group position peaked at $6.37M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.