Connable Office Inc’s UBS Group UBS Stock Holding History

Connable Office Inc’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	$982K	Sell	25,143 -266	-1%	-$11.4K	0.1%	88
2025 Q4	$1.18M	Hold	25,409	–	–	0.11%	86
2025 Q3	$1.04M	Hold	25,409	–	–	0.1%	93
2025 Q2	$859K	Sell	25,409 -1,884	-7%	-$58.3K	0.09%	98
2025 Q1	$836K	Sell	27,293 -1,511	-5%	-$50.4K	0.09%	101
2024 Q4	$873K	Sell	28,804 -548	-2%	-$17.4K	0.09%	100
2024 Q3	$907K	Hold	29,352	–	–	0.09%	104
2024 Q2	$867K	Sell	29,352 -1,307	-4%	-$38.9K	0.09%	103
2024 Q1	$942K	Buy	+30,659	New	+$906K	0.11%	97
2015 Q4	–	Sell	-29,092	Closed	-$539K	–	226
2015 Q3	$539K	Sell	29,092 -600	-2%	-$12.7K	0.16%	83
2015 Q2	$629K	Buy	29,692 +336	+1%	+$7.02K	0.17%	74
2015 Q1	$551K	Buy	29,356 +100	+0.3%	+$1.74K	0.14%	82
2014 Q4	$499K	Buy	+29,256	New	+$501K	0.13%	83

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

Connable Office Inc's UBS Position: Q1 2026 in Review

Connable Office Inc reduced its UBS Group (UBS) stake by 1% in Q1 2026, selling an estimated $11.4K and leaving 25,143 shares worth $982K. The position accounts for 0.1% of the portfolio, ranked #88.

Connable Office Inc first reported a position in UBS in Q4 2014 and has held it in 13 quarters since. The position peaked at $1.18M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Connable Office Inc held 25,143 shares of UBS Group worth $982K as of Q1 2026.
Connable Office Inc sold 266 UBS Group shares in Q1 2026, an estimated $11.4K.
UBS Group made up 0.1% of Connable Office Inc's portfolio in Q1 2026, its #88 holding.
Connable Office Inc first reported a position in UBS Group in Q4 2014 and has held it in 13 quarters since.
Connable Office Inc's UBS Group position peaked at $1.18M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Connable Office Inc's 13F filing for Q1 2026, filed 29 Apr 2026.