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

Evelyn Partners Investment Management’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	$1.13M	Sell	28,866 -139	-0.5%	-$5.95K	0.03%	127
2025 Q4	$1.35M	Buy	29,005 +139	+0.5%	+$5.62K	0.04%	123
2025 Q3	$1.18M	Hold	28,866	–	–	0.03%	129
2025 Q2	$977K	Hold	28,866	–	–	0.03%	135
2025 Q1	$877K	Hold	28,866	–	–	0.03%	133
2024 Q4	$882K	Buy	+28,866	New	+$915K	0.03%	129

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's UBS Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its UBS Group (UBS) stake by 0.48% in Q1 2026, selling an estimated $5.95K and leaving 28,866 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #127.

Evelyn Partners Investment Management first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Evelyn Partners Investment Management held 28,866 shares of UBS Group worth $1.13M as of Q1 2026.
Evelyn Partners Investment Management sold 139 UBS Group shares in Q1 2026, an estimated $5.95K.
UBS Group made up 0.03% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #127 holding.
Evelyn Partners Investment Management first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's UBS Group position peaked at $1.35M in Q4 2025.
681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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