Evoke Wealth’s UBS Group UBS Stock Holding History

Evoke Wealth’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	$305K	Buy	7,806 +943	+14%	+$40.4K	0.01%	539
2025 Q4	$318K	Buy	6,863 +1,968	+40%	+$79.5K	0.01%	501
2025 Q3	$201K	Buy	+4,895	New	+$190K	﹤0.01%	616
2022 Q1	–	Sell	-424	Closed	-$8K	–	1253
2021 Q4	$8K	Hold	424	–	–	﹤0.01%	830
2021 Q3	$6K	Hold	424	–	–	﹤0.01%	827
2021 Q2	$7K	Hold	424	–	–	﹤0.01%	810
2021 Q1	$7K	Buy	+424	New	+$6.52K	﹤0.01%	781
2020 Q3	–	Sell	-100	Closed	-$1K	–	1135
2020 Q2	$1K	Sell	100 -26	-21%	-$268	﹤0.01%	1039
2020 Q1	$1.17K	Sell	126 -1,184	-90%	-$13.6K	﹤0.01%	903
2019 Q4	$16.5K	Sell	1,310 -10	-0.8%	-$119	﹤0.01%	636
2019 Q3	$14.9K	Buy	+1,320	New	+$14.9K	﹤0.01%	733

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

Evoke Wealth's UBS Position: Q1 2026 in Review

Evoke Wealth increased its UBS Group (UBS) stake by 14% in Q1 2026, buying an estimated $40.4K and bringing the position to 7,806 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #539.

Evoke Wealth first reported a position in UBS in Q3 2019 and has held it in 11 quarters since. The position peaked at $318K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Evoke Wealth held 7,806 shares of UBS Group worth $305K as of Q1 2026.
Evoke Wealth bought 943 UBS Group shares in Q1 2026, an estimated $40.4K.
UBS Group made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #539 holding.
Evoke Wealth first reported a position in UBS Group in Q3 2019 and has held it in 11 quarters since.
Evoke Wealth's UBS Group position peaked at $318K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.