Corient Private Wealth
UBS icon

Corient Private Wealth’s UBS Group UBS Stock Holding History

Corient Private Wealth’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 		$3.48M Sell
110,065
-122,832
-53% -$5.26M 0.01% 987
2025
Q4 		$10.8M Buy
232,897
+108,086
+87% +$4.37M 0.01% 754
2025
Q3 		$5.12M Buy
124,811
+29,130
+30% +$1.13M 0.01% 705
2025
Q2 		$3.24M Buy
95,681
+21,829
+30% +$675K ﹤0.01% 846
2025
Q1 		$2.26M Buy
73,852
+562
+0.8% +$18.7K ﹤0.01% 931
2024
Q4 		$2.22M Buy
73,290
+797
+1% +$25.3K ﹤0.01% 957
2024
Q3 		$2.24M Buy
72,493
+8,395
+13% +$252K ﹤0.01% 1045
2024
Q2 		$1.89M Buy
64,098
+12,762
+25% +$379K ﹤0.01% 1043
2024
Q1 		$1.58M Buy
51,336
+8,836
+21% +$261K ﹤0.01% 1139
2023
Q4 		$1.31M Sell
42,500
-2,815
-6% -$74K ﹤0.01% 1179
2023
Q3 		$1.11M Sell
45,315
-123
-0.3% -$2.87K ﹤0.01% 1154
2023
Q2 		$919K Buy
45,438
+332
+0.7% +$6.67K ﹤0.01% 1190
2023
Q1 		$963K Buy
45,106
+27,415
+155% +$572K ﹤0.01% 1104
2022
Q4 		$329K Buy
+17,691
New +$301K ﹤0.01% 1302

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

Corient Private Wealth's UBS Position: Q1 2026 in Review

Corient Private Wealth reduced its UBS Group (UBS) stake by 53% in Q1 2026, selling an estimated $5.26M and leaving 110,065 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #987.

Corient Private Wealth first reported a position in UBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.8M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Corient Private Wealth held 110,065 shares of UBS Group worth $3.48M as of Q1 2026.
  • Corient Private Wealth sold 122,832 UBS Group shares in Q1 2026, an estimated $5.26M.
  • UBS Group made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #987 holding.
  • Corient Private Wealth first reported a position in UBS Group in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's UBS Group position peaked at $10.8M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.