Copeland Capital Management’s UBS Group UBS Stock Holding History

Copeland 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	–	Sell	-126	Closed	-$5.83K	–	280
2025 Q4	$5.83K	Hold	126	–	–	﹤0.01%	252
2025 Q3	$5.17K	Sell	126 -45	-26%	-$1.75K	﹤0.01%	247
2025 Q2	$5.78K	Hold	171	–	–	﹤0.01%	241
2025 Q1	$5.24K	Hold	171	–	–	﹤0.01%	242
2024 Q4	$5.18K	Hold	171	–	–	﹤0.01%	245
2024 Q3	$5.29K	Buy	+171	New	+$5.14K	﹤0.01%	229
2024 Q2	–	Sell	-171	Closed	-$5.25K	–	248
2024 Q1	$5.25K	Hold	171	–	–	﹤0.01%	225
2023 Q4	$5.28K	Hold	171	–	–	﹤0.01%	215
2023 Q3	$4.21K	Sell	171 -43	-20%	-$1K	﹤0.01%	229
2023 Q2	$4.34K	Hold	214	–	–	﹤0.01%	240
2023 Q1	$5K	Hold	214	–	–	﹤0.01%	226
2022 Q4	$4K	Hold	214	–	–	﹤0.01%	234
2022 Q3	$3K	Hold	214	–	–	﹤0.01%	236
2022 Q2	$3K	Hold	214	–	–	﹤0.01%	238
2022 Q1	$4K	Buy	214 +34	+19%	+$643	﹤0.01%	227
2021 Q4	$3K	Hold	180	–	–	﹤0.01%	254
2021 Q3	$3K	Hold	180	–	–	﹤0.01%	249
2021 Q2	$3K	Buy	+180	New	+$2.84K	﹤0.01%	244

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Copeland Capital Management sold out of UBS Group (UBS) in Q1 2026, closing a stake of 126 shares — an estimated $5.83K sold.

Copeland Capital Management first reported a position in UBS in Q2 2021 and held it in 18 quarters. The position peaked at $5.83K in Q4 2025. 687 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Copeland Capital Management reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Copeland Capital Management sold 126 UBS Group shares in Q1 2026, an estimated $5.83K.
Copeland Capital Management first reported a position in UBS Group in Q2 2021 and held it in 18 quarters.
Copeland Capital Management's UBS Group position peaked at $5.83K in Q4 2025.
687 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.