Evelyn Partners Investment Management Services’s UBS Group UBS Stock Holding History

Evelyn Partners Investment Management Services’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	$473K	Hold	12,109	–	–	0.06%	104
2025 Q4	$565K	Buy	12,109 +4,009	+49%	+$162K	0.07%	98
2025 Q3	$331K	Hold	8,100	–	–	0.04%	111
2025 Q2	$274K	Hold	8,100	–	–	0.04%	113
2025 Q1	$246K	Sell	8,100 -69	-0.8%	-$2.3K	0.04%	113
2024 Q4	$250K	Buy	+8,169	New	+$259K	0.04%	107

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 $105B AUM 38.07% 1-Year Est. Return

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

Evelyn Partners Investment Management Services's UBS Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its UBS Group (UBS) position steady in Q1 2026 at 12,109 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #104.

Evelyn Partners Investment Management Services first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $565K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Evelyn Partners Investment Management Services held 12,109 shares of UBS Group worth $473K as of Q1 2026.
Evelyn Partners Investment Management Services left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 0.06% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #104 holding.
Evelyn Partners Investment Management Services first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's UBS Group position peaked at $565K in Q4 2025.
681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.