Focus Partners Wealth’s UBS Group UBS Stock Holding History

Focus Partners 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	$2.18M	Buy	55,049 +3,762	+7%	+$161K	﹤0.01%	1285
2025 Q4	$2.38M	Buy	51,287 +27,428	+115%	+$1.11M	﹤0.01%	1254
2025 Q3	$978K	Buy	23,859 +102	+0.4%	+$3.96K	﹤0.01%	1296
2025 Q2	$803K	Buy	23,757 +9,646	+68%	+$298K	﹤0.01%	1233
2025 Q1	$432K	Buy	14,111 +1,141	+9%	+$38.1K	﹤0.01%	1407
2024 Q4	$393K	Buy	12,970 +3,100	+31%	+$98.3K	﹤0.01%	1428
2024 Q3	$305K	Sell	9,870 -2,494	-20%	-$75K	﹤0.01%	1318
2024 Q2	$365K	Buy	12,364 +52	+0.4%	+$1.55K	﹤0.01%	1019
2024 Q1	$378K	Sell	12,312 -1,851	-13%	-$54.7K	﹤0.01%	782
2023 Q4	$438K	Buy	+14,163	New	+$372K	0.01%	600

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

Focus Partners Wealth's UBS Position: Q1 2026 in Review

Focus Partners Wealth increased its UBS Group (UBS) stake by 7.3% in Q1 2026, buying an estimated $161K and bringing the position to 55,049 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Focus Partners Wealth first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.38M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Focus Partners Wealth held 55,049 shares of UBS Group worth $2.18M as of Q1 2026.
Focus Partners Wealth bought 3,762 UBS Group shares in Q1 2026, an estimated $161K.
UBS Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1285 holding.
Focus Partners Wealth first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's UBS Group position peaked at $2.38M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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