Covestor’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$0	Hold	8	–	–	﹤0.01%	2790
2025 Q4	$0	Hold	8	–	–	﹤0.01%	2756
2025 Q3	$0	Hold	8	–	–	﹤0.01%	2796
2025 Q2	$0	Hold	8	–	–	﹤0.01%	2776
2025 Q1	$0	Hold	8	–	–	﹤0.01%	2747
2024 Q4	$0	Buy	8 +2	+33%	+$63	﹤0.01%	2757
2024 Q3	$0	Hold	6	–	–	﹤0.01%	2788
2024 Q2	$0	Hold	6	–	–	﹤0.01%	2777
2024 Q1	$0	Hold	6	–	–	﹤0.01%	2762
2023 Q4	$0	Buy	6 +1	+20%	+$26	﹤0.01%	2737
2023 Q3	$0	Sell	5 -1	-17%	-$23	﹤0.01%	2733
2023 Q2	$0	Buy	+6	New	+$121	﹤0.01%	2673

Other funds holding UBS

Covestor held its UBS Group (UBS) position steady in Q1 2026 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

Covestor first reported a position in UBS in Q2 2023 and has held it in 12 quarters since. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Covestor held 8 shares of UBS Group worth $0 as of Q1 2026.
Covestor left its UBS Group share count unchanged in Q1 2026.
UBS Group made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2790 holding.
Covestor first reported a position in UBS Group in Q2 2023 and has held it in 12 quarters since.
681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.