GeoWealth Management’s UBS Group UBS Stock Holding History

GeoWealth 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	$1.01M	Buy	25,874 +14,605	+130%	+$625K	0.04%	282
2025 Q4	$522K	Buy	11,269 +2,561	+29%	+$103K	0.02%	425
2025 Q3	$357K	Buy	8,708 +3,370	+63%	+$131K	0.01%	532
2025 Q2	$181K	Sell	5,338 -2,768	-34%	-$85.7K	0.01%	692
2025 Q1	$248K	Sell	8,106 -518	-6%	-$17.3K	0.01%	598
2024 Q4	$261K	Buy	8,624 +3,683	+75%	+$117K	0.01%	666
2024 Q3	$153K	Sell	4,941 -1,160	-19%	-$34.9K	0.01%	788
2024 Q2	$180K	Sell	6,101 -177	-3%	-$5.26K	0.01%	709
2024 Q1	$193K	Sell	6,278 -1,115	-15%	-$32.9K	0.01%	694
2023 Q4	$229K	Buy	+7,393	New	+$194K	0.02%	475

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

GeoWealth Management's UBS Position: Q1 2026 in Review

GeoWealth Management increased its UBS Group (UBS) stake by 130% in Q1 2026, buying an estimated $625K and bringing the position to 25,874 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #282.

GeoWealth Management first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

GeoWealth Management held 25,874 shares of UBS Group worth $1.01M as of Q1 2026.
GeoWealth Management bought 14,605 UBS Group shares in Q1 2026, an estimated $625K.
UBS Group made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #282 holding.
GeoWealth Management first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.