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FDx Advisors’s UBS Group UBS Stock Holding History

FDx Advisors’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 		$470K Buy
+12,031
New +$515K 0.15% 100
2025
Q4 		– Sell
-12,301
Closed -$472K – 171
2025
Q3 		$472K Sell
12,301
-856
-7% -$33.2K 0.14% 96
2025
Q2 		$445K Sell
13,157
-222
-2% -$6.87K 0.14% 100
2025
Q1 		$410K Sell
13,379
-442
-3% -$14.7K 0.13% 103
2024
Q4 		$419K Sell
13,821
-799
-5% -$25.3K 0.12% 110
2024
Q3 		$452K Sell
14,620
-837
-5% -$25.2K 0.12% 112
2024
Q2 		$457K Sell
15,457
-724
-4% -$21.5K 0.13% 105
2024
Q1 		$497K Sell
16,181
-418
-3% -$12.3K 0.08% 205
2023
Q4 		$513K Buy
+16,599
New +$437K 0.04% 387
2023
Q2 		– Sell
-12,272
Closed -$229K – 836
2023
Q1 		$229K Hold
12,272
– – 0.01% 668
2022
Q4 		$229K Sell
12,272
-2,098
-15% -$35.7K 0.01% 668
2022
Q3 		$209K Buy
14,370
+308
+2% +$4.93K 0.01% 678
2022
Q2 		$228K Sell
14,062
-848
-6% -$14.9K 0.01% 732
2022
Q1 		$291K Sell
14,910
-12,074
-45% -$228K 0.01% 678
2021
Q4 		$482K Sell
26,984
-721
-3% -$12.7K 0.01% 543
2021
Q3 		$442K Buy
27,705
+2,587
+10% +$41.9K 0.01% 551
2021
Q2 		$385K Buy
25,118
+1,383
+6% +$21.8K 0.01% 585
2021
Q1 		$369K Buy
23,735
+4,121
+21% +$63.4K 0.01% 565
2020
Q4 		$277K Sell
19,614
-2,357
-11% -$31.2K 0.01% 595
2020
Q3 		$245K Buy
21,971
+241
+1% +$2.89K 0.01% 535
2020
Q2 		$251K Buy
21,730
+11,666
+116% +$120K 0.01% 481
2020
Q1 		$93K Buy
+10,064
New +$116K 0.01% 494
2019
Q4 		– Sell
-11,529
Closed -$130K – 654
2019
Q3 		$130K Sell
11,529
-5,318
-32% -$59.9K 0.01% 615
2019
Q2 		$200K Sell
16,847
-3,690
-18% -$45.2K 0.01% 774
2019
Q1 		$249K Buy
20,537
+344
+2% +$4.36K 0.01% 664
2018
Q4 		$250K Sell
20,193
-4,910
-20% -$66.6K 0.02% 464
2018
Q3 		$395K Buy
25,103
+1,420
+6% +$22.3K 0.01% 601
2018
Q2 		$363K Sell
23,683
-22,853
-49% -$372K 0.01% 651
2018
Q1 		$822K Buy
46,536
+27,181
+140% +$517K 0.02% 574
2017
Q4 		$356K Sell
19,355
-61,847
-76% -$1.07M 0.01% 944
2017
Q3 		$1.39M Sell
81,202
-1,649
-2% -$28.2K 0.04% 425
2017
Q2 		$1.41M Buy
82,851
+2,345
+3% +$38.1K 0.04% 419
2017
Q1 		$1.28M Sell
80,506
-5,165
-6% -$83.1K 0.04% 441
2016
Q4 		$1.34M Sell
85,671
-2,336
-3% -$35.2K 0.04% 429
2016
Q3 		$1.2M Sell
88,007
-35,467
-29% -$483K 0.05% 337
2016
Q2 		$1.6M Sell
123,474
-25,774
-17% -$394K 0.07% 246
2016
Q1 		$2.39M Buy
149,248
+24,536
+20% +$398K 0.11% 164
2015
Q4 		$2.42M Buy
124,712
+1,558
+1% +$30.4K 0.11% 155
2015
Q3 		$2.28M Sell
123,154
-38,733
-24% -$821K 0.2% 96
2015
Q2 		$3.43M Buy
161,887
+113,887
+237% +$2.38M 0.17% 107
2015
Q1 		$900K Sell
48,000
-55,892
-54% -$973K 0.02% 644
2014
Q4 		$1.77M Buy
+103,892
New +$1.78M 0.11% 176

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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

FDx Advisors's UBS Position: Q1 2026 in Review

FDx Advisors opened a new position in UBS Group (UBS) in Q1 2026: 12,031 shares worth $470K. The stake represents 0.15% of the portfolio and ranks #100 among its holdings. This is a return to the name: FDx Advisors previously reported a position in UBS as recently as Q3 2025.

FDx Advisors first reported a position in UBS in Q4 2014 and has held it in 42 quarters since. The position peaked at $3.43M in Q2 2015. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • FDx Advisors held 12,031 shares of UBS Group worth $470K as of Q1 2026.
  • UBS Group was a new FDx Advisors position in Q1 2026.
  • UBS Group made up 0.15% of FDx Advisors's portfolio in Q1 2026, its #100 holding.
  • FDx Advisors first reported a position in UBS Group in Q4 2014 and has held it in 42 quarters since.
  • FDx Advisors's UBS Group position peaked at $3.43M in Q2 2015.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.