Cullinan Associates’s UBS Group UBS Stock Holding History

Cullinan Associates’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	$1.58M	Buy	40,407 +11,407	+39%	+$488K	0.13%	104
2025 Q4	$1.34M	Hold	29,000	–	–	0.09%	117
2025 Q3	$1.19M	Hold	29,000	–	–	0.08%	126
2025 Q2	$981K	Hold	29,000	–	–	0.06%	129
2025 Q1	$888K	Hold	29,000	–	–	0.06%	132
2024 Q4	$879K	Hold	29,000	–	–	0.06%	138
2024 Q3	$937K	Hold	29,000	–	–	0.05%	146
2024 Q2	$857K	Buy	29,000 +2,500	+9%	+$74.3K	0.05%	152
2024 Q1	$814K	Hold	26,500	–	–	0.05%	168
2023 Q4	$819K	Sell	26,500 -1	-0%	-$26	0.05%	156
2023 Q3	$653K	Buy	26,501 +1	+0%	+$23	0.04%	171
2023 Q2	$537K	Buy	+26,500	New	+$533K	0.03%	190
2022 Q1	–	Sell	-10,000	Closed	-$179K	–	246
2021 Q4	$179K	Sell	10,000 -12,000	-55%	-$211K	0.01%	233
2021 Q3	$351K	Sell	22,000 -15,600	-41%	-$253K	0.02%	199
2021 Q2	$577K	Buy	37,600 +27,600	+276%	+$436K	0.03%	167
2021 Q1	$155K	Buy	+10,000	New	+$154K	0.01%	210
2015 Q1	–	Sell	-50,000	Closed	-$852K	–	220
2014 Q4	$852K	Sell	50,000 -50,000	-50%	-$856K	0.09%	78
2014 Q3	$1.74M	Buy	+100,000	New	+$1.78M	0.2%	65
2014 Q2	–	Sell	-179,542	Closed	-$3.72M	–	92
2014 Q1	$3.72M	Sell	179,542 -128,334	-42%	-$2.63M	0.42%	40
2013 Q4	$5.93M	Buy	307,876 +100,000	+48%	+$1.93M	0.69%	26
2013 Q3	$4.26M	Hold	207,876	–	–	0.57%	33
2013 Q2	$3.52M	Buy	+207,876	New	+$3.57M	0.48%	37

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Cullinan Associates's UBS Position: Q1 2026 in Review

Cullinan Associates increased its UBS Group (UBS) stake by 39% in Q1 2026, buying an estimated $488K and bringing the position to 40,407 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #104.

Cullinan Associates first reported a position in UBS in Q2 2013 and has held it in 22 quarters since. The position peaked at $5.93M in Q4 2013. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Cullinan Associates held 40,407 shares of UBS Group worth $1.58M as of Q1 2026.
Cullinan Associates bought 11,407 UBS Group shares in Q1 2026, an estimated $488K.
UBS Group made up 0.13% of Cullinan Associates's portfolio in Q1 2026, its #104 holding.
Cullinan Associates first reported a position in UBS Group in Q2 2013 and has held it in 22 quarters since.
Cullinan Associates's UBS Group position peaked at $5.93M in Q4 2013.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.