FC
UBS icon

Financial Consulate’s UBS Group UBS Stock Holding History

Financial Consulate’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 		$9.92K Sell
254
-64
-20% -$2.74K ﹤0.01% 644
2025
Q4 		$14.7K Buy
318
+64
+25% +$2.59K ﹤0.01% 535
2025
Q3 		$10.4K Buy
+254
New +$9.86K ﹤0.01% 550

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

Financial Consulate's UBS Position: Q1 2026 in Review

Financial Consulate reduced its UBS Group (UBS) stake by 20% in Q1 2026, selling an estimated $2.74K and leaving 254 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Financial Consulate first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.7K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Financial Consulate held 254 shares of UBS Group worth $9.92K as of Q1 2026.
  • Financial Consulate sold 64 UBS Group shares in Q1 2026, an estimated $2.74K.
  • UBS Group made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #644 holding.
  • Financial Consulate first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's UBS Group position peaked at $14.7K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.