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Custom Index Systems’s UBS Group UBS Stock Holding History

Custom Index Systems’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 		$458K Hold
11,718
– – 0.2% 141
2025
Q4 		$543K Hold
11,718
– – 0.24% 122
2025
Q3 		$480K Hold
11,718
– – 0.14% 167
2025
Q2 		$396K Sell
11,718
-5,528
-32% -$171K 0.19% 168
2025
Q1 		$528K Buy
17,246
+10,217
+145% +$341K 0.27% 108
2024
Q4 		$213K Buy
+7,029
New +$223K 0.11% 233

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

Custom Index Systems's UBS Position: Q1 2026 in Review

Custom Index Systems held its UBS Group (UBS) position steady in Q1 2026 at 11,718 shares worth $458K. The position accounts for 0.2% of the portfolio, ranked #141.

Custom Index Systems first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $543K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Custom Index Systems held 11,718 shares of UBS Group worth $458K as of Q1 2026.
  • Custom Index Systems left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up 0.2% of Custom Index Systems's portfolio in Q1 2026, its #141 holding.
  • Custom Index Systems first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
  • Custom Index Systems's UBS Group position peaked at $543K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.