Greenleaf Trust’s UBS Group UBS Stock Holding History

Greenleaf Trust’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	$1.21M	Sell	31,046 -17,685	-36%	-$757K	0.01%	292
2025 Q4	$2.26M	Sell	48,731 -170	-0.3%	-$6.87K	0.02%	179
2025 Q3	$2M	Buy	48,901 +219	+0.4%	+$8.51K	0.02%	202
2025 Q2	$1.65M	Sell	48,682 -35	-0.1%	-$1.08K	0.01%	231
2025 Q1	$1.49M	Buy	48,717 +168	+0.3%	+$5.6K	0.01%	244
2024 Q4	$1.47M	Buy	48,549 +78	+0.2%	+$2.47K	0.01%	251
2024 Q3	$1.5M	Buy	48,471 +451	+0.9%	+$13.6K	0.01%	245
2024 Q2	$1.42M	Buy	48,020 +66	+0.1%	+$1.96K	0.01%	234
2024 Q1	$1.47M	Buy	47,954 +85	+0.2%	+$2.51K	0.01%	230
2023 Q4	$1.48M	Sell	47,869 -451	-0.9%	-$11.9K	0.02%	222
2023 Q3	$1.19M	Buy	48,320 +76	+0.2%	+$1.77K	0.01%	233
2023 Q2	$978K	Sell	48,244 -49	-0.1%	-$985	0.01%	281
2023 Q1	$1.03M	Buy	48,293 +45	+0.1%	+$939	0.01%	277
2022 Q4	$901K	Sell	48,248 -999	-2%	-$17K	0.01%	287
2022 Q3	$715K	Sell	49,247 -315	-0.6%	-$5.04K	0.01%	302
2022 Q2	$804K	Sell	49,562 -181	-0.4%	-$3.17K	0.01%	273
2022 Q1	$972K	Buy	49,743 +1,012	+2%	+$19.1K	0.01%	256
2021 Q4	$871K	Buy	48,731 +1,209	+3%	+$21.3K	0.01%	275
2021 Q3	$758K	Buy	47,522 +69	+0.1%	+$1.12K	0.01%	284
2021 Q2	$728K	Buy	47,453 +1,069	+2%	+$16.9K	0.01%	303
2021 Q1	$720K	Sell	46,384 -1,468	-3%	-$22.6K	0.01%	283
2020 Q4	$676K	Sell	47,852 -35	-0.1%	-$463	0.01%	259
2020 Q3	$534K	Buy	47,887 +1,095	+2%	+$13.1K	0.01%	271
2020 Q2	$540K	Buy	46,792 +22,866	+96%	+$236K	0.01%	257
2020 Q1	$222K	Sell	23,926 -7,740	-24%	-$89.2K	﹤0.01%	403
2019 Q4	$398K	Buy	+31,666	New	+$377K	0.01%	341
2019 Q3	–	Sell	-21,082	Closed	-$250K	–	591
2019 Q2	$250K	Buy	21,082 +894	+4%	+$11K	﹤0.01%	451
2019 Q1	$244K	Buy	+20,188	New	+$256K	﹤0.01%	443
2018 Q4	–	Sell	-30,949	Closed	-$487K	–	552
2018 Q3	$487K	Buy	30,949 +13,068	+73%	+$205K	0.01%	285
2018 Q2	$274K	Sell	17,881 -9,538	-35%	-$155K	0.01%	405
2018 Q1	$484K	Buy	27,419 +1,914	+8%	+$36.4K	0.01%	246
2017 Q4	$469K	Hold	25,505	–	–	0.01%	257
2017 Q3	$437K	Buy	25,505 +9,485	+59%	+$162K	0.01%	254
2017 Q2	$272K	Buy	16,020 +438	+3%	+$7.12K	0.01%	295
2017 Q1	$249K	Buy	+15,582	New	+$251K	0.01%	259

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

Greenleaf Trust's UBS Position: Q1 2026 in Review

Greenleaf Trust reduced its UBS Group (UBS) stake by 36% in Q1 2026, selling an estimated $757K and leaving 31,046 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #292.

Greenleaf Trust first reported a position in UBS in Q1 2017 and has held it in 35 quarters since. The position peaked at $2.26M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Greenleaf Trust held 31,046 shares of UBS Group worth $1.21M as of Q1 2026.
Greenleaf Trust sold 17,685 UBS Group shares in Q1 2026, an estimated $757K.
UBS Group made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #292 holding.
Greenleaf Trust first reported a position in UBS Group in Q1 2017 and has held it in 35 quarters since.
Greenleaf Trust's UBS Group position peaked at $2.26M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.