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Greykasell Wealth Strategies’s UBS Group UBS Stock Holding History

Greykasell Wealth Strategies’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 		$236K Hold
6,044
– – 0.1% 136
2025
Q4 		$280K Hold
6,044
– – 0.11% 126
2025
Q3 		$248K Hold
6,044
– – 0.1% 124
2025
Q2 		$204K Hold
6,044
– – 0.1% 131
2025
Q1 		$185K Buy
+6,044
New +$202K 0.1% 124

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 $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Greykasell Wealth Strategies's UBS Position: Q1 2026 in Review

Greykasell Wealth Strategies held its UBS Group (UBS) position steady in Q1 2026 at 6,044 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #136.

Greykasell Wealth Strategies first reported a position in UBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $280K in Q4 2025. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Greykasell Wealth Strategies held 6,044 shares of UBS Group worth $236K as of Q1 2026.
  • Greykasell Wealth Strategies left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up 0.1% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #136 holding.
  • Greykasell Wealth Strategies first reported a position in UBS Group in Q1 2025 and has held it in 5 quarters since.
  • Greykasell Wealth Strategies's UBS Group position peaked at $280K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.