Cerity Partners
UBS icon

Cerity Partners’s UBS Group UBS Stock Holding History

Cerity Partners’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 		$8.38M Buy
214,375
+54,586
+34% +$2.34M 0.01% 785
2025
Q4 		$7.4M Sell
159,789
-4,849
-3% -$196K 0.01% 772
2025
Q3 		$6.75M Sell
164,638
-2,637
-2% -$102K 0.01% 740
2025
Q2 		$5.66M Sell
167,275
-5,761
-3% -$178K 0.01% 750
2025
Q1 		$5.3M Buy
173,036
+81,214
+88% +$2.71M 0.01% 714
2024
Q4 		$2.81M Sell
91,822
-37,158
-29% -$1.18M 0.01% 958
2024
Q3 		$3.99M Buy
128,980
+40,485
+46% +$1.22M 0.01% 805
2024
Q2 		$2.61M Sell
88,495
-50,397
-36% -$1.5M 0.01% 808
2024
Q1 		$4.27M Buy
138,892
+63,208
+84% +$1.87M 0.01% 691
2023
Q4 		$2.34M Buy
75,684
+24,409
+48% +$642K 0.01% 726
2023
Q3 		$1.26M Buy
51,275
+15,794
+45% +$369K 0.01% 688
2023
Q2 		$719K Buy
35,481
+9,093
+34% +$183K ﹤0.01% 1040
2023
Q1 		$563K Buy
26,388
+6,861
+35% +$143K ﹤0.01% 1239
2022
Q4 		$365K Buy
19,527
+2,878
+17% +$48.9K ﹤0.01% 1076
2022
Q3 		$241K Buy
16,649
+1,861
+13% +$29.8K ﹤0.01% 990
2022
Q2 		$240K Buy
+14,788
New +$259K ﹤0.01% 1012
2019
Q1 		– Sell
-34,873
Closed -$432K – 576
2018
Q4 		$432K Sell
34,873
-271
-0.8% -$3.68K 0.03% 336
2018
Q3 		$553K Buy
+35,144
New +$553K 0.04% 318
2018
Q1 		– Sell
-45,293
Closed -$833K – 582
2017
Q4 		$833K Buy
+45,293
New +$787K 0.06% 261

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

Cerity Partners's UBS Position: Q1 2026 in Review

Cerity Partners increased its UBS Group (UBS) stake by 34% in Q1 2026, buying an estimated $2.34M and bringing the position to 214,375 shares worth $8.38M. The position accounts for 0.01% of the portfolio, ranked #785.

Cerity Partners first reported a position in UBS in Q4 2017 and has held it in 19 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Cerity Partners held 214,375 shares of UBS Group worth $8.38M as of Q1 2026.
  • Cerity Partners bought 54,586 UBS Group shares in Q1 2026, an estimated $2.34M.
  • UBS Group made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #785 holding.
  • Cerity Partners first reported a position in UBS Group in Q4 2017 and has held it in 19 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.