Clean Yield Group’s UBS Group UBS Stock Holding History

Clean Yield Group’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	$23.1K	Hold	591	–	–	0.01%	271
2025 Q4	$27.4K	Hold	591	–	–	0.01%	272
2025 Q3	$24.2K	Hold	591	–	–	0.01%	279
2025 Q2	$20K	Hold	591	–	–	0.01%	273
2025 Q1	$18.1K	Hold	591	–	–	0.01%	286
2024 Q4	$17.9K	Hold	591	–	–	0.01%	300
2024 Q3	$18.3K	Buy	+591	New	+$17.8K	0.01%	297

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

Clean Yield Group's UBS Position: Q1 2026 in Review

Clean Yield Group held its UBS Group (UBS) position steady in Q1 2026 at 591 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #271.

Clean Yield Group first reported a position in UBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $27.4K in Q4 2025. 680 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Clean Yield Group held 591 shares of UBS Group worth $23.1K as of Q1 2026.
Clean Yield Group left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 0.01% of Clean Yield Group's portfolio in Q1 2026, its #271 holding.
Clean Yield Group first reported a position in UBS Group in Q3 2024 and has held it in 7 quarters since.
Clean Yield Group's UBS Group position peaked at $27.4K in Q4 2025.
680 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.