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Flagship Harbor Advisors’s UBS Group UBS Stock Holding History

Flagship Harbor 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 		– Sell
-44
Closed -$2.04K – 2095
2025
Q4 		$2.04K Buy
+44
New +$1.78K ﹤0.01% 1851
2020
Q1 		– Sell
-2,469
Closed -$31K – 1975
2019
Q4 		$31K Buy
2,469
+252
+11% +$3K 0.01% 969
2019
Q3 		$25K Sell
2,217
-273
-11% -$3.07K ﹤0.01% 1018
2019
Q2 		$29K Buy
2,490
+120
+5% +$1.47K 0.01% 938
2019
Q1 		$28K Sell
2,370
-180
-7% -$2.28K 0.01% 948
2018
Q4 		$31K Sell
2,550
-282
-10% -$3.83K 0.01% 858
2018
Q3 		$44K Sell
2,832
-250
-8% -$3.93K 0.01% 853
2018
Q2 		$47K Buy
+3,082
New +$50.1K 0.01% 811

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 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 $191B AUM 17.5% 1-Year Est. Return

Flagship Harbor Advisors's UBS Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of UBS Group (UBS) in Q1 2026, closing a stake of 44 shares — an estimated $2.04K sold.

Flagship Harbor Advisors first reported a position in UBS in Q2 2018 and held it in 8 quarters. The position peaked at $47K in Q2 2018. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 44 UBS Group shares in Q1 2026, an estimated $2.04K.
  • Flagship Harbor Advisors first reported a position in UBS Group in Q2 2018 and held it in 8 quarters.
  • Flagship Harbor Advisors's UBS Group position peaked at $47K in Q2 2018.
  • 685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.