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D.A. Davidson & Co’s UBS Group UBS Stock Holding History

D.A. Davidson & Co’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 		$423K Buy
10,831
+112
+1% +$4.79K ﹤0.01% 1231
2025
Q4 		$496K Buy
10,719
+793
+8% +$32K ﹤0.01% 1149
2025
Q3 		$407K Buy
9,926
+24
+0.2% +$932 ﹤0.01% 1205
2025
Q2 		$335K Buy
9,902
+82
+0.8% +$2.54K ﹤0.01% 1192
2025
Q1 		$301K Hold
9,820
– – ﹤0.01% 1201
2024
Q4 		$298K Buy
9,820
+70
+0.7% +$2.22K ﹤0.01% 1206
2024
Q3 		$301K Buy
9,750
+20
+0.2% +$601 ﹤0.01% 1183
2024
Q2 		$287K Hold
9,730
– – ﹤0.01% 1181
2024
Q1 		$299K Sell
9,730
-73
-0.7% -$2.16K ﹤0.01% 1176
2023
Q4 		$303K Buy
+9,803
New +$258K ﹤0.01% 1122
2019
Q2 		– Sell
-28,194
Closed -$342K – 1142
2019
Q1 		$342K Buy
+28,194
New +$357K 0.01% 822
2017
Q4 		– Sell
-28,366
Closed -$486K – 1136
2017
Q3 		$486K Buy
28,366
+47
+0.2% +$804 0.01% 687
2017
Q2 		$480K Sell
28,319
-904
-3% -$14.7K 0.01% 638
2017
Q1 		$466K Buy
29,223
+670
+2% +$10.8K 0.01% 628
2016
Q4 		$447K Sell
28,553
-2,428
-8% -$36.6K 0.01% 688
2016
Q3 		$420K Sell
30,981
-2,336
-7% -$31.8K 0.01% 692
2016
Q2 		$431K Buy
33,317
+3,050
+10% +$46.6K 0.01% 587
2016
Q1 		$484K Buy
30,267
+1,812
+6% +$29.4K 0.02% 540
2015
Q4 		$550K Sell
28,455
-3,251
-10% -$63.4K 0.02% 516
2015
Q3 		$586K Sell
31,706
-23,625
-43% -$501K 0.02% 495
2015
Q2 		$1.17M Buy
55,331
+37,032
+202% +$773K 0.04% 374
2015
Q1 		$342K Sell
18,299
-23,149
-56% -$403K 0.01% 687
2014
Q4 		$706K Buy
+41,448
New +$710K 0.02% 489

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

D.A. Davidson & Co's UBS Position: Q1 2026 in Review

D.A. Davidson & Co increased its UBS Group (UBS) stake by 1% in Q1 2026, buying an estimated $4.79K and bringing the position to 10,831 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

D.A. Davidson & Co first reported a position in UBS in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.17M in Q2 2015. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • D.A. Davidson & Co held 10,831 shares of UBS Group worth $423K as of Q1 2026.
  • D.A. Davidson & Co bought 112 UBS Group shares in Q1 2026, an estimated $4.79K.
  • UBS Group made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1231 holding.
  • D.A. Davidson & Co first reported a position in UBS Group in Q4 2014 and has held it in 23 quarters since.
  • D.A. Davidson & Co's UBS Group position peaked at $1.17M in Q2 2015.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.