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Cresset Asset Management’s UBS Group UBS Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-600
Closed -$18.5K – 2200
2024
Q3 		$18.5K Buy
+600
New +$18K ﹤0.01% 2136

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 $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Cresset Asset Management's UBS Position: Q1 2026 in Review

Cresset Asset Management increased its UBS Group (UBS) stake by 37% in Q1 2026, buying an estimated $223K and bringing the position to 19,290 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Cresset Asset Management first reported a position in UBS in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.62M in Q3 2024. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Cresset Asset Management held 19,290 shares of UBS Group worth $753K as of Q1 2026.
  • Cresset Asset Management bought 5,201 UBS Group shares in Q1 2026, an estimated $223K.
  • UBS Group made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #897 holding.
  • Cresset Asset Management first reported a position in UBS Group in Q4 2018 and has held it in 24 quarters since.
  • Cresset Asset Management's UBS Group position peaked at $3.62M in Q3 2024.
  • 683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.