Columbia Asset Management’s UBS Group UBS Stock Holding History

Columbia Asset 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	$273K	Buy	6,998 +62	+0.9%	+$2.65K	0.05%	150
2025 Q4	$321K	Hold	6,936	–	–	0.06%	140
2025 Q3	$284K	Sell	6,936 -950	-12%	-$36.9K	0.05%	144
2025 Q2	$267K	Sell	7,886 -666	-8%	-$20.6K	0.05%	146
2025 Q1	$262K	Hold	8,552	–	–	0.05%	173
2024 Q4	$259K	Hold	8,552	–	–	0.05%	178
2024 Q3	$264K	Buy	8,552 +284	+3%	+$8.54K	0.05%	162
2024 Q2	$244K	Buy	+8,268	New	+$246K	0.05%	161
2022 Q4	–	Sell	-272	Closed	-$100K	–	182
2022 Q3	$100K	Buy	+272	New	+$4.35K	0.03%	169

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

Columbia Asset Management's UBS Position: Q1 2026 in Review

Columbia Asset Management increased its UBS Group (UBS) stake by 0.89% in Q1 2026, buying an estimated $2.65K and bringing the position to 6,998 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #150.

Columbia Asset Management first reported a position in UBS in Q3 2022 and has held it in 9 quarters since. The position peaked at $321K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Columbia Asset Management held 6,998 shares of UBS Group worth $273K as of Q1 2026.
Columbia Asset Management bought 62 UBS Group shares in Q1 2026, an estimated $2.65K.
UBS Group made up 0.05% of Columbia Asset Management's portfolio in Q1 2026, its #150 holding.
Columbia Asset Management first reported a position in UBS Group in Q3 2022 and has held it in 9 quarters since.
Columbia Asset Management's UBS Group position peaked at $321K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.