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Chilton Investment Company’s UBS Group UBS Stock Holding History

Chilton Investment 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 		$11.1M Buy
285,184
+38,792
+16% +$1.66M 0.26% 45
2025
Q4 		$11.4M Buy
+246,392
New +$9.96M 0.24% 47

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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Chilton Investment Company's UBS Position: Q1 2026 in Review

Chilton Investment Company increased its UBS Group (UBS) stake by 16% in Q1 2026, buying an estimated $1.66M and bringing the position to 285,184 shares worth $11.1M. The position accounts for 0.26% of the portfolio, ranked #45.

Chilton Investment Company first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.4M in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Chilton Investment Company held 285,184 shares of UBS Group worth $11.1M as of Q1 2026.
  • Chilton Investment Company bought 38,792 UBS Group shares in Q1 2026, an estimated $1.66M.
  • UBS Group made up 0.26% of Chilton Investment Company's portfolio in Q1 2026, its #45 holding.
  • Chilton Investment Company first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • Chilton Investment Company's UBS Group position peaked at $11.4M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.