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Groupe la Francaise’s UBS Group UBS Stock Holding History

Groupe la Francaise’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 		$2.55M Sell
66,548
-19,867
-23% -$850K 0.03% 251
2025
Q4 		$4.03M Buy
86,415
+28,307
+49% +$1.14M 0.06% 196
2025
Q3 		$2.35M Sell
58,108
-61,371
-51% -$2.38M 0.03% 231
2025
Q2 		$4.03M Buy
119,479
+33,826
+39% +$1.05M 0.07% 167
2025
Q1 		$2.74M Buy
+85,653
New +$2.86M 0.06% 206

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 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 $191B AUM 17.5% 1-Year Est. Return

Groupe la Francaise's UBS Position: Q1 2026 in Review

Groupe la Francaise reduced its UBS Group (UBS) stake by 23% in Q1 2026, selling an estimated $850K and leaving 66,548 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #251.

Groupe la Francaise first reported a position in UBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.03M in Q4 2025. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Groupe la Francaise held 66,548 shares of UBS Group worth $2.55M as of Q1 2026.
  • Groupe la Francaise sold 19,867 UBS Group shares in Q1 2026, an estimated $850K.
  • UBS Group made up 0.03% of Groupe la Francaise's portfolio in Q1 2026, its #251 holding.
  • Groupe la Francaise first reported a position in UBS Group in Q1 2025 and has held it in 5 quarters since.
  • Groupe la Francaise's UBS Group position peaked at $4.03M in Q4 2025.
  • 685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Groupe la Francaise's 13F filing for Q1 2026, filed 21 May 2026.