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Evergreen Capital Management’s UBS Group UBS Stock Holding History

Evergreen Capital 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 		$1.07M Sell
27,325
-13,983
-34% -$598K 0.02% 468
2025
Q4 		$1.91M Buy
41,308
+1,503
+4% +$60.7K 0.04% 316
2025
Q3 		$1.63M Buy
39,805
+11,187
+39% +$434K 0.04% 317
2025
Q2 		$968K Sell
28,618
-1,570
-5% -$48.6K 0.03% 369
2025
Q1 		$925K Buy
30,188
+2,237
+8% +$74.6K 0.03% 346
2024
Q4 		$847K Buy
27,951
+3,634
+15% +$115K 0.03% 370
2024
Q3 		$752K Buy
24,317
+837
+4% +$25.2K 0.03% 383
2024
Q2 		$694K Sell
23,480
-608
-3% -$18.1K 0.03% 380
2024
Q1 		$740K Buy
24,088
+1,183
+5% +$34.9K 0.03% 340
2023
Q4 		$708K Sell
22,905
-936
-4% -$24.6K 0.03% 344
2023
Q3 		$588K Buy
23,841
+2,144
+10% +$50.1K 0.03% 357
2023
Q2 		$440K Sell
21,697
-375
-2% -$7.54K 0.02% 425
2023
Q1 		$471K Buy
22,072
+2,339
+12% +$48.8K 0.02% 389
2022
Q4 		$368K Buy
19,733
+6,643
+51% +$113K 0.02% 424
2022
Q3 		$190K Buy
13,090
+1,699
+15% +$27.2K 0.01% 573
2022
Q2 		$185K Sell
11,391
-3,121
-22% -$54.7K 0.01% 533
2022
Q1 		$284K Buy
14,512
+1,836
+14% +$34.7K 0.01% 498
2021
Q4 		$227K Buy
12,676
+2,593
+26% +$45.6K 0.01% 563
2021
Q3 		$161K Sell
10,083
-182
-2% -$2.95K 0.01% 559
2021
Q2 		$157K Buy
+10,265
New +$162K 0.01% 513
2020
Q2 		– Sell
-14,438
Closed -$134K – 431
2020
Q1 		$134K Buy
+14,438
New +$166K 0.01% 344

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

Evergreen Capital Management's UBS Position: Q1 2026 in Review

Evergreen Capital Management reduced its UBS Group (UBS) stake by 34% in Q1 2026, selling an estimated $598K and leaving 27,325 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #468.

Evergreen Capital Management first reported a position in UBS in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.91M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Evergreen Capital Management held 27,325 shares of UBS Group worth $1.07M as of Q1 2026.
  • Evergreen Capital Management sold 13,983 UBS Group shares in Q1 2026, an estimated $598K.
  • UBS Group made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #468 holding.
  • Evergreen Capital Management first reported a position in UBS Group in Q1 2020 and has held it in 21 quarters since.
  • Evergreen Capital Management's UBS Group position peaked at $1.91M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.