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Cordatus Wealth Management’s UBS Group UBS Stock Holding History

Cordatus Wealth 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
-12,737
Closed -$590K – 190
2025
Q4 		$590K Sell
12,737
-401
-3% -$16.2K 0.14% 111
2025
Q3 		$539K Buy
13,138
+72
+0.6% +$2.8K 0.13% 112
2025
Q2 		$442K Sell
13,066
-224
-2% -$6.93K 0.11% 123
2025
Q1 		$407K Buy
+13,290
New +$443K 0.11% 114
2023
Q2 		– Sell
-28,355
Closed -$605K – 166
2023
Q1 		$605K Buy
+28,355
New +$592K 0.77% 43

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Cordatus Wealth Management's UBS Position: Q1 2026 in Review

Cordatus Wealth Management sold out of UBS Group (UBS) in Q1 2026, closing a stake of 12,737 shares — an estimated $590K sold.

Cordatus Wealth Management first reported a position in UBS in Q1 2023 and held it in 5 quarters. The position peaked at $605K in Q1 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Cordatus Wealth Management reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 12,737 UBS Group shares in Q1 2026, an estimated $590K.
  • Cordatus Wealth Management first reported a position in UBS Group in Q1 2023 and held it in 5 quarters.
  • Cordatus Wealth Management's UBS Group position peaked at $605K in Q1 2023.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.