Compton Wealth Advisory Group’s UBS Group UBS Stock Holding History

Compton Wealth Advisory 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	$349K	Hold	8,780	–	–	0.08%	73
2025 Q4	$407K	Hold	8,780	–	–	0.09%	72
2025 Q3	$360K	Hold	8,780	–	–	0.08%	69
2025 Q2	$297K	Hold	8,780	–	–	0.08%	76
2025 Q1	$269K	Sell	8,780 -13,811	-61%	-$461K	0.07%	76
2024 Q4	$685K	Hold	22,591	–	–	0.18%	70
2024 Q3	$698K	Hold	22,591	–	–	0.18%	72
2024 Q2	$667K	Hold	22,591	–	–	0.18%	69
2024 Q1	$694K	Buy	22,591 +10,000	+79%	+$295K	0.19%	67
2023 Q4	$389K	Hold	12,591	–	–	0.12%	70
2023 Q3	$310K	Hold	12,591	–	–	0.11%	80
2023 Q2	$255K	Hold	12,591	–	–	0.09%	81
2023 Q1	$269K	Sell	12,591 -523	-4%	-$10.9K	0.09%	81
2022 Q4	$245K	Hold	13,114	–	–	0.1%	90
2022 Q3	$190K	Sell	13,114 -3,811	-23%	-$61K	0.08%	90
2022 Q2	$275K	Sell	16,925 -4,969	-23%	-$87.1K	0.12%	89
2022 Q1	$428K	Buy	+21,894	New	+$414K	0.17%	87

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

Compton Wealth Advisory Group's UBS Position: Q1 2026 in Review

Compton Wealth Advisory Group held its UBS Group (UBS) position steady in Q1 2026 at 8,780 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #73.

Compton Wealth Advisory Group first reported a position in UBS in Q1 2022 and has held it in 17 quarters since. The position peaked at $698K in Q3 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Compton Wealth Advisory Group held 8,780 shares of UBS Group worth $349K as of Q1 2026.
Compton Wealth Advisory Group left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 0.08% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #73 holding.
Compton Wealth Advisory Group first reported a position in UBS Group in Q1 2022 and has held it in 17 quarters since.
Compton Wealth Advisory Group's UBS Group position peaked at $698K in Q3 2024.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.