HCA
UBS icon

Harbour Capital Advisors’s UBS Group UBS Stock Holding History

Harbour Capital Advisors’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
-16,140
Closed -$760K – 319
2025
Q4 		$760K Sell
16,140
-65
-0.4% -$2.63K 0.15% 136
2025
Q3 		$663K Buy
+16,205
New +$629K 0.14% 154
2024
Q4 		– Sell
-17,890
Closed -$565K – 309
2024
Q3 		$565K Buy
17,890
+9,065
+103% +$272K 0.13% 161
2024
Q2 		$264K Buy
+8,825
New +$262K 0.06% 242

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

Harbour Capital Advisors's UBS Position: Q1 2026 in Review

Harbour Capital Advisors sold out of UBS Group (UBS) in Q1 2026, closing a stake of 16,140 shares — an estimated $760K sold.

Harbour Capital Advisors first reported a position in UBS in Q2 2024 and held it in 4 quarters. The position peaked at $760K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Harbour Capital Advisors reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Harbour Capital Advisors sold 16,140 UBS Group shares in Q1 2026, an estimated $760K.
  • Harbour Capital Advisors first reported a position in UBS Group in Q2 2024 and held it in 4 quarters.
  • Harbour Capital Advisors's UBS Group position peaked at $760K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Harbour Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.