Gabelli Funds’s UBS Group UBS Stock Holding History

Gabelli Funds’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 Q3	$1.65M	Hold	34,200	–	–	0.01%	790
2026 Q2	$1.69M	Buy	34,200 +450	+1%	+$20.5K	0.01%	797
2026 Q1	$1.32M	Sell	33,750 -600	-2%	-$25.7K	0.01%	839
2025 Q4	$1.59M	Sell	34,350 -150	-0.4%	-$6.06K	0.01%	801
2025 Q3	$1.41M	Sell	34,500 -500	-1%	-$19.4K	0.01%	835
2025 Q2	$1.18M	Buy	35,000 +1,000	+3%	+$30.9K	0.01%	859
2025 Q1	$1.04M	Hold	34,000	–	–	0.01%	774
2024 Q4	$1.03M	Hold	34,000	–	–	0.01%	779
2024 Q3	$1.05M	Sell	34,000 -3,000	-8%	-$90.2K	0.01%	771
2024 Q2	$1.09M	Hold	37,000	–	–	0.01%	758
2024 Q1	$1.14M	Hold	37,000	–	–	0.01%	759
2023 Q4	$1.14M	Hold	37,000	–	–	0.01%	759
2023 Q3	$912K	Hold	37,000	–	–	0.01%	807
2023 Q2	$750K	Hold	37,000	–	–	0.01%	853
2023 Q1	$790K	Hold	37,000	–	–	0.01%	853
2022 Q4	$691K	Hold	37,000	–	–	0.01%	875
2022 Q3	$537K	Hold	37,000	–	–	﹤0.01%	967
2022 Q2	$600K	Hold	37,000	–	–	﹤0.01%	971
2022 Q1	$723K	Hold	37,000	–	–	﹤0.01%	969
2021 Q4	$661K	Hold	37,000	–	–	﹤0.01%	1009
2021 Q3	$590K	Hold	37,000	–	–	﹤0.01%	1022
2021 Q2	$568K	Hold	37,000	–	–	﹤0.01%	1020
2021 Q1	$575K	Hold	37,000	–	–	﹤0.01%	1003
2020 Q4	$523K	Buy	37,000 +4,000	+12%	+$53K	﹤0.01%	980
2020 Q3	$368K	Hold	33,000	–	–	﹤0.01%	967
2020 Q2	$381K	Buy	33,000 +2,000	+6%	+$20.6K	﹤0.01%	924
2020 Q1	$287K	Hold	31,000	–	–	﹤0.01%	941
2019 Q4	$390K	Buy	+31,000	New	+$369K	﹤0.01%	967

Other funds holding UBS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Gabelli Funds's UBS Position: Q3 2026 in Review

Gabelli Funds held its UBS Group (UBS) position steady in Q3 2026 at 34,200 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #790.

Gabelli Funds first reported a position in UBS in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.69M in Q2 2026. 620 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

Gabelli Funds held 34,200 shares of UBS Group worth $1.65M as of Q3 2026.
Gabelli Funds left its UBS Group share count unchanged in Q3 2026.
UBS Group made up 0.01% of Gabelli Funds's portfolio in Q3 2026, its #790 holding.
Gabelli Funds first reported a position in UBS Group in Q4 2019 and has held it in 28 quarters since.
Gabelli Funds's UBS Group position peaked at $1.69M in Q2 2026.
620 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Gabelli Funds's 13F filing for Q3 2026, filed 12 Nov 2026.