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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
2025
Q1 		– Sell
-6,930
Closed -$210K – 353
2024
Q4 		$210K Sell
6,930
-1,490
-18% -$47.2K 0.03% 181
2024
Q3 		$260K Sell
8,420
-120
-1% -$3.61K 0.03% 175
2024
Q2 		$252K Buy
+8,540
New +$254K 0.03% 172
2024
Q1 		– Sell
-11,457
Closed -$354K – 372
2023
Q4 		$354K Buy
+11,457
New +$301K 0.05% 159

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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. 681 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.
  • 681 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.