Fiduciary Trust’s UBS Group UBS Stock Holding History

Fiduciary Trust’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	$353K	Sell	9,037 -77	-0.8%	-$3.29K	﹤0.01%	687
2025 Q4	$422K	Buy	9,114 +356	+4%	+$14.4K	﹤0.01%	612
2025 Q3	$359K	Buy	8,758 +456	+5%	+$17.7K	﹤0.01%	642
2025 Q2	$281K	Buy	8,302 +80	+1%	+$2.48K	﹤0.01%	701
2025 Q1	$252K	Sell	8,222 -924	-10%	-$30.8K	﹤0.01%	713
2024 Q4	$277K	Buy	9,146 +1,072	+13%	+$34K	﹤0.01%	587
2024 Q3	$250K	Sell	8,074 -5	-0.1%	-$150	﹤0.01%	601
2024 Q2	$239K	Buy	8,079 +4	+0%	+$119	﹤0.01%	577
2024 Q1	$248K	Buy	8,075 +1	+0%	+$30	﹤0.01%	591
2023 Q4	$249K	Buy	+8,074	New	+$212K	﹤0.01%	571
2020 Q2	–	Sell	-13,061	Closed	-$121K	–	538
2020 Q1	$121K	Hold	13,061	–	–	﹤0.01%	483
2019 Q4	$164K	Hold	13,061	–	–	﹤0.01%	509
2019 Q3	$148K	Buy	13,061 +154	+1%	+$1.73K	﹤0.01%	503
2019 Q2	$153K	Buy	+12,907	New	+$158K	﹤0.01%	482
2017 Q3	–	Sell	-8,000	Closed	-$136K	–	505
2017 Q2	$136K	Buy	+8,000	New	+$130K	﹤0.01%	488

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

Fiduciary Trust's UBS Position: Q1 2026 in Review

Fiduciary Trust reduced its UBS Group (UBS) stake by 0.84% in Q1 2026, selling an estimated $3.29K and leaving 9,037 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Fiduciary Trust first reported a position in UBS in Q2 2017 and has held it in 15 quarters since. The position peaked at $422K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Fiduciary Trust held 9,037 shares of UBS Group worth $353K as of Q1 2026.
Fiduciary Trust sold 77 UBS Group shares in Q1 2026, an estimated $3.29K.
UBS Group made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #687 holding.
Fiduciary Trust first reported a position in UBS Group in Q2 2017 and has held it in 15 quarters since.
Fiduciary Trust's UBS Group position peaked at $422K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.