GAM
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Gotham Asset Management’s UBS Group UBS Stock Holding History

Gotham 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 		$235K Sell
6,021
-140
-2% -$5.99K ﹤0.01% 1656
2025
Q4 		$285K Buy
+6,161
New +$249K ﹤0.01% 1577

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 $298B AUM 21.96% 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 $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Gotham Asset Management's UBS Position: Q1 2026 in Review

Gotham Asset Management reduced its UBS Group (UBS) stake by 2.3% in Q1 2026, selling an estimated $5.99K and leaving 6,021 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Gotham Asset Management first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $285K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Gotham Asset Management held 6,021 shares of UBS Group worth $235K as of Q1 2026.
  • Gotham Asset Management sold 140 UBS Group shares in Q1 2026, an estimated $5.99K.
  • UBS Group made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1656 holding.
  • Gotham Asset Management first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • Gotham Asset Management's UBS Group position peaked at $285K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.