Greenwich Wealth Management’s UBS Group UBS Stock Holding History

Greenwich Wealth 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	–	Sell	-24,847	Closed	-$1.15M	–	317
2025 Q4	$1.15M	Hold	24,847	–	–	0.05%	144
2025 Q3	$1.02M	Hold	24,847	–	–	0.05%	145
2025 Q2	$840K	Hold	24,847	–	–	0.04%	139
2025 Q1	$761K	Hold	24,847	–	–	0.06%	134
2024 Q4	$753K	Hold	24,847	–	–	0.05%	134
2024 Q3	$768K	Hold	24,847	–	–	0.05%	133
2024 Q2	$734K	Hold	24,847	–	–	0.05%	127
2024 Q1	$763K	Hold	24,847	–	–	0.06%	128
2023 Q4	$768K	Sell	24,847 -18,010	-42%	-$474K	0.08%	128
2023 Q3	$1.06M	Sell	42,857 -1	-0%	-$23	0.11%	96
2023 Q2	$869K	Buy	+42,858	New	+$862K	0.09%	114

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

Greenwich Wealth Management's UBS Position: Q1 2026 in Review

Greenwich Wealth Management sold out of UBS Group (UBS) in Q1 2026, closing a stake of 24,847 shares — an estimated $1.15M sold.

Greenwich Wealth Management first reported a position in UBS in Q2 2023 and held it in 11 quarters. The position peaked at $1.15M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Greenwich Wealth Management reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Greenwich Wealth Management sold 24,847 UBS Group shares in Q1 2026, an estimated $1.15M.
Greenwich Wealth Management first reported a position in UBS Group in Q2 2023 and held it in 11 quarters.
Greenwich Wealth Management's UBS Group position peaked at $1.15M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.