Cloverfields Capital Group’s UBS Group UBS Stock Holding History

Cloverfields Capital 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	$2.82M	Buy	72,127 +373	+0.5%	+$16K	0.91%	47
2025 Q4	$3.32M	Sell	71,754 -13,574	-16%	-$548K	1.03%	46
2025 Q3	$3.5M	Sell	85,328 -2,864	-3%	-$111K	1.1%	40
2025 Q2	$2.98M	Hold	88,192	–	–	0.89%	49
2025 Q1	$2.7M	Sell	88,192 -364	-0.4%	-$12.1K	0.89%	44
2024 Q4	$2.69M	Buy	88,556 +5,990	+7%	+$190K	0.86%	46
2024 Q3	$2.55M	Buy	82,566 +8,479	+11%	+$255K	0.82%	48
2024 Q2	$2.19M	Buy	74,087 +556	+0.8%	+$16.5K	0.74%	53
2024 Q1	$2.26M	Buy	+73,531	New	+$2.17M	0.76%	52

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

Cloverfields Capital Group's UBS Position: Q1 2026 in Review

Cloverfields Capital Group increased its UBS Group (UBS) stake by 0.52% in Q1 2026, buying an estimated $16K and bringing the position to 72,127 shares worth $2.82M. The position accounts for 0.91% of the portfolio, ranked #47.

Cloverfields Capital Group first reported a position in UBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.5M in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Cloverfields Capital Group held 72,127 shares of UBS Group worth $2.82M as of Q1 2026.
Cloverfields Capital Group bought 373 UBS Group shares in Q1 2026, an estimated $16K.
UBS Group made up 0.91% of Cloverfields Capital Group's portfolio in Q1 2026, its #47 holding.
Cloverfields Capital Group first reported a position in UBS Group in Q1 2024 and has held it in 9 quarters since.
Cloverfields Capital Group's UBS Group position peaked at $3.5M in Q3 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Cloverfields Capital Group's 13F filing for Q1 2026, filed 14 May 2026.