Glen Eagle Advisors’s UBS Group UBS Stock Holding History

Glen Eagle Advisors’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	$206K	Hold	5,282	–	–	0.03%	256
2025 Q4	$245K	Sell	5,282 -60	-1%	-$2.42K	0.03%	241
2025 Q3	$219K	Hold	5,342	–	–	0.03%	252
2025 Q2	$181K	Sell	5,342 -347	-6%	-$10.7K	0.03%	260
2025 Q1	$174K	Sell	5,689 -281	-5%	-$9.37K	0.03%	255
2024 Q4	$181K	Hold	5,970	–	–	0.03%	249
2024 Q3	$185K	Hold	5,970	–	–	0.03%	253
2024 Q2	$176K	Buy	5,970 +210	+4%	+$6.24K	0.03%	246
2024 Q1	$177K	Hold	5,760	–	–	0.03%	250
2023 Q4	$178K	Sell	5,760 -119	-2%	-$3.13K	0.04%	236
2023 Q3	$145K	Sell	5,879 -1,833	-24%	-$42.8K	0.03%	252
2023 Q2	$156K	Buy	7,712 +7,533	+4,208%	+$151K	0.04%	246
2023 Q1	$3.82K	Sell	179 -89	-33%	-$1.86K	﹤0.01%	757
2022 Q4	$5K	Buy	268 +89	+50%	+$1.51K	﹤0.01%	711
2022 Q3	$2.6K	Hold	179	–	–	﹤0.01%	811
2022 Q2	$2.9K	Hold	179	–	–	﹤0.01%	781
2022 Q1	$3.5K	Hold	179	–	–	﹤0.01%	749
2021 Q4	$3.2K	Hold	179	–	–	﹤0.01%	757
2021 Q3	$2.85K	Hold	179	–	–	﹤0.01%	883
2021 Q2	$2.75K	Hold	179	–	–	﹤0.01%	885
2021 Q1	$2.78K	Hold	179	–	–	﹤0.01%	849
2020 Q4	$2.53K	Buy	+179	New	+$2.37K	﹤0.01%	828

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

Glen Eagle Advisors's UBS Position: Q1 2026 in Review

Glen Eagle Advisors held its UBS Group (UBS) position steady in Q1 2026 at 5,282 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #256.

Glen Eagle Advisors first reported a position in UBS in Q4 2020 and has held it in 22 quarters since. The position peaked at $245K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Glen Eagle Advisors held 5,282 shares of UBS Group worth $206K as of Q1 2026.
Glen Eagle Advisors left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 0.03% of Glen Eagle Advisors's portfolio in Q1 2026, its #256 holding.
Glen Eagle Advisors first reported a position in UBS Group in Q4 2020 and has held it in 22 quarters since.
Glen Eagle Advisors's UBS Group position peaked at $245K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.