Gardner Lewis Asset Management’s UBS Group UBS Stock Holding History

Gardner Lewis Asset 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	$14.2M	Sell	363,525 -4,413	-1%	-$189K	3.08%	6
2025 Q4	$17M	Buy	367,938 +313	+0.1%	+$12.6K	4.32%	2
2025 Q3	$15.1M	Sell	367,625 -1,071	-0.3%	-$41.6K	3.57%	6
2025 Q2	$12.5M	Sell	368,696 -2,000	-0.5%	-$61.9K	3.11%	6
2025 Q1	$11.4M	Sell	370,696 -1,250	-0.3%	-$41.7K	2.74%	9
2024 Q4	$11.3M	Sell	371,946 -5,766	-2%	-$183K	2.73%	13
2024 Q3	$11.7M	Hold	377,712	–	–	3.28%	7
2024 Q2	$11.2M	Hold	377,712	–	–	3.06%	11
2024 Q1	$11.6M	Buy	377,712 +263,350	+230%	+$7.78M	3.18%	8
2023 Q4	$3.53M	Buy	114,362 +48,752	+74%	+$1.28M	1.2%	35
2023 Q3	$1.62M	Buy	65,610 +26,860	+69%	+$627K	0.56%	43
2023 Q2	$785K	Hold	38,750	–	–	0.26%	60
2023 Q1	$827K	Buy	+38,750	New	+$808K	0.29%	60

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

Gardner Lewis Asset Management's UBS Position: Q1 2026 in Review

Gardner Lewis Asset Management reduced its UBS Group (UBS) stake by 1.2% in Q1 2026, selling an estimated $189K and leaving 363,525 shares worth $14.2M. The position accounts for 3.08% of the portfolio, ranked #6.

Gardner Lewis Asset Management first reported a position in UBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $17M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Gardner Lewis Asset Management held 363,525 shares of UBS Group worth $14.2M as of Q1 2026.
Gardner Lewis Asset Management sold 4,413 UBS Group shares in Q1 2026, an estimated $189K.
UBS Group made up 3.08% of Gardner Lewis Asset Management's portfolio in Q1 2026, its #6 holding.
Gardner Lewis Asset Management first reported a position in UBS Group in Q1 2023 and has held it in 13 quarters since.
Gardner Lewis Asset Management's UBS Group position peaked at $17M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Gardner Lewis Asset Management's 13F filing for Q1 2026, filed 8 May 2026.