Central Trust Company’s UBS Group UBS Stock Holding History

Central Trust Company’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	$782	Sell	20 -3	-13%	-$128	﹤0.01%	1446
2025 Q4	$1.07K	Buy	23 +3	+15%	+$121	﹤0.01%	1372
2025 Q3	$820	Buy	+20	New	+$777	﹤0.01%	1339
2024 Q4	–	Sell	-17	Closed	-$511	–	1508
2024 Q3	$511	Buy	+17	New	+$511	﹤0.01%	1361
2022 Q4	–	Sell	-211	Closed	-$3K	–	1336
2022 Q3	$3K	Buy	211 +50	+31%	+$800	﹤0.01%	1169
2022 Q2	$3K	Hold	161	–	–	﹤0.01%	1183
2022 Q1	$3K	Hold	161	–	–	﹤0.01%	1223
2021 Q4	$3K	Hold	161	–	–	﹤0.01%	1181
2021 Q3	$3K	Buy	+161	New	+$2.61K	﹤0.01%	1165
2017 Q4	–	Sell	-277	Closed	-$5K	–	1372
2017 Q3	$5K	Hold	277	–	–	﹤0.01%	1056
2017 Q2	$5K	Buy	+277	New	+$4.5K	﹤0.01%	1060
2017 Q1	–	Sell	-340	Closed	-$5K	–	1201
2016 Q4	$5K	Buy	+340	New	+$5.12K	﹤0.01%	1082
2016 Q1	–	Sell	-500	Closed	-$10K	–	1171
2015 Q4	$10K	Hold	500	–	–	﹤0.01%	970
2015 Q3	$9K	Hold	500	–	–	﹤0.01%	1000
2015 Q2	$11K	Hold	500	–	–	﹤0.01%	993
2015 Q1	$9K	Hold	500	–	–	﹤0.01%	1006
2014 Q4	$9K	Buy	+500	New	+$8.56K	﹤0.01%	1001

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

Central Trust Company's UBS Position: Q1 2026 in Review

Central Trust Company reduced its UBS Group (UBS) stake by 13% in Q1 2026, selling an estimated $128 and leaving 20 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Central Trust Company first reported a position in UBS in Q4 2014 and has held it in 17 quarters since. The position peaked at $11K in Q2 2015. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Central Trust Company held 20 shares of UBS Group worth $782 as of Q1 2026.
Central Trust Company sold 3 UBS Group shares in Q1 2026, an estimated $128.
UBS Group made up ﹤0.01% of Central Trust Company's portfolio in Q1 2026, its #1446 holding.
Central Trust Company first reported a position in UBS Group in Q4 2014 and has held it in 17 quarters since.
Central Trust Company's UBS Group position peaked at $11K in Q2 2015.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.