Coldstream Capital Management’s UBS Group UBS Stock Holding History

Coldstream Capital Management’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	$1.11M	Sell	28,492 -1,588	-5%	-$68K	0.01%	440
2025 Q4	$1.39M	Buy	30,080 +2,788	+10%	+$113K	0.02%	369
2025 Q3	$1.12M	Buy	27,292 +1,113	+4%	+$43.2K	0.02%	426
2025 Q2	$885K	Buy	26,179 +290	+1%	+$8.97K	0.01%	456
2025 Q1	$793K	Buy	25,889 +998	+4%	+$33.3K	0.02%	432
2024 Q4	$755K	Buy	24,891 +28	+0.1%	+$887	0.02%	446
2024 Q3	$769K	Buy	24,863 +1,980	+9%	+$59.5K	0.02%	456
2024 Q2	$676K	Buy	22,883 +9,113	+66%	+$271K	0.02%	434
2024 Q1	$423K	Buy	13,770 +724	+6%	+$21.4K	0.01%	621
2023 Q4	$403K	Buy	+13,046	New	+$343K	0.01%	591

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 $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 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 $105B AUM 38.07% 1-Year Est. Return

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

Coldstream Capital Management's UBS Position: Q1 2026 in Review

Coldstream Capital Management reduced its UBS Group (UBS) stake by 5.3% in Q1 2026, selling an estimated $68K and leaving 28,492 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #440.

Coldstream Capital Management first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2025. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Coldstream Capital Management held 28,492 shares of UBS Group worth $1.11M as of Q1 2026.
Coldstream Capital Management sold 1,588 UBS Group shares in Q1 2026, an estimated $68K.
UBS Group made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #440 holding.
Coldstream Capital Management first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Coldstream Capital Management's UBS Group position peaked at $1.39M in Q4 2025.
683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.