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Genus Capital Management’s UBS Group UBS Stock Holding History

Genus Capital 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
-5,250
Closed -$243K – 235
2025
Q4 		$243K Sell
5,250
-1,370
-21% -$55.4K 0.03% 179
2025
Q3 		$271K Hold
6,620
– – 0.03% 182
2025
Q2 		$224K Sell
6,620
-310
-4% -$9.59K 0.03% 171
2025
Q1 		$212K Buy
+6,930
New +$231K 0.03% 175
2024
Q2 		– Sell
-8,704
Closed -$259K – 375
2024
Q1 		$267K Buy
+8,704
New +$257K 0.03% 178
2023
Q4 		– Sell
-23,647
Closed -$622K – 350
2023
Q3 		$583K Sell
23,647
-21,270
-47% -$497K 0.09% 143
2023
Q2 		$910K Buy
+44,917
New +$903K 0.13% 139

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

Genus Capital Management's UBS Position: Q1 2026 in Review

Genus Capital Management sold out of UBS Group (UBS) in Q1 2026, closing a stake of 5,250 shares — an estimated $243K sold.

Genus Capital Management first reported a position in UBS in Q2 2023 and held it in 7 quarters. The position peaked at $910K in Q2 2023. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Genus Capital Management reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Genus Capital Management sold 5,250 UBS Group shares in Q1 2026, an estimated $243K.
  • Genus Capital Management first reported a position in UBS Group in Q2 2023 and held it in 7 quarters.
  • Genus Capital Management's UBS Group position peaked at $910K in Q2 2023.
  • 685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.