Forum Financial Management’s UBS Group UBS Stock Holding History

Forum Financial Management’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	-56,356	Closed	-$2.61M	–	953
2025 Q4	$2.61M	Sell	56,356 -48	-0.1%	-$1.94K	0.03%	118
2025 Q3	$2.31M	Buy	56,404 +48	+0.1%	+$1.86K	0.03%	124
2025 Q2	$1.91M	Sell	56,356 -11,749	-17%	-$364K	0.03%	131
2025 Q1	$2.09M	Hold	68,105	–	–	0.03%	112
2024 Q4	$2.06M	Buy	68,105 +11,749	+21%	+$372K	0.03%	116
2024 Q3	$1.74M	Hold	56,356	–	–	0.03%	121
2024 Q2	$1.66M	Hold	56,356	–	–	0.03%	121
2024 Q1	$1.73M	Buy	56,356 +2,505	+5%	+$74K	0.03%	126
2023 Q4	$1.66M	Buy	53,851 +318	+0.6%	+$8.36K	0.03%	107
2023 Q3	$1.32M	Hold	53,533	–	–	0.03%	128
2023 Q2	$1.09M	Hold	53,533	–	–	0.02%	150
2023 Q1	$1.14M	Sell	53,533 -10	-0%	-$209	0.03%	128
2022 Q4	$1,000K	Buy	53,543 +10	+0%	+$170	0.03%	135
2022 Q3	$777K	Hold	53,533	–	–	0.04%	143
2022 Q2	$868K	Buy	53,533 +1	+0%	+$18	0.04%	138
2022 Q1	$1.05M	Sell	53,532 -1	-0%	-$19	0.05%	119
2021 Q4	$957K	Buy	+53,533	New	+$942K	0.05%	135

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Forum Financial Management's UBS Position: Q1 2026 in Review

Forum Financial Management sold out of UBS Group (UBS) in Q1 2026, closing a stake of 56,356 shares — an estimated $2.61M sold.

Forum Financial Management first reported a position in UBS in Q4 2021 and held it in 17 quarters. The position peaked at $2.61M in Q4 2025. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Forum Financial Management reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 56,356 UBS Group shares in Q1 2026, an estimated $2.61M.
Forum Financial Management first reported a position in UBS Group in Q4 2021 and held it in 17 quarters.
Forum Financial Management's UBS Group position peaked at $2.61M in Q4 2025.
685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.