Equitable Trust’s UBS Group UBS Stock Holding History

Equitable Trust’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	$2.93M	Buy	75,009 +1,371	+2%	+$58.7K	0.14%	130
2025 Q4	$3.41M	Sell	73,638 -530	-0.7%	-$21.4K	0.15%	118
2025 Q3	$3.04M	Sell	74,168 -1,117	-1%	-$43.4K	0.14%	125
2025 Q2	$2.55M	Buy	75,285 +1,136	+2%	+$35.2K	0.13%	136
2025 Q1	$2.27M	Sell	74,149 -1,064	-1%	-$35.5K	0.13%	144
2024 Q4	$2.28M	Sell	75,213 -1,364	-2%	-$43.2K	0.13%	143
2024 Q3	$2.37M	Sell	76,577 -1,020	-1%	-$30.7K	0.15%	132
2024 Q2	$2.29M	Sell	77,597 -1,399	-2%	-$41.6K	0.16%	127
2024 Q1	$2.43M	Buy	78,996 +1,970	+3%	+$58.2K	0.17%	120
2023 Q4	$2.38M	Buy	+77,026	New	+$2.03M	0.18%	109

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

Equitable Trust's UBS Position: Q1 2026 in Review

Equitable Trust increased its UBS Group (UBS) stake by 1.9% in Q1 2026, buying an estimated $58.7K and bringing the position to 75,009 shares worth $2.93M. The position accounts for 0.14% of the portfolio, ranked #130.

Equitable Trust first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.41M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Equitable Trust held 75,009 shares of UBS Group worth $2.93M as of Q1 2026.
Equitable Trust bought 1,371 UBS Group shares in Q1 2026, an estimated $58.7K.
UBS Group made up 0.14% of Equitable Trust's portfolio in Q1 2026, its #130 holding.
Equitable Trust first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Equitable Trust's UBS Group position peaked at $3.41M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.