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Harbour Investments’s UBS Group UBS Stock Holding History

Harbour Investments’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 		$218K Buy
5,586
+369
+7% +$15.8K ﹤0.01% 1485
2025
Q4 		$242K Buy
5,217
+2,699
+107% +$109K ﹤0.01% 1192
2025
Q3 		$103K Buy
2,518
+413
+20% +$16K ﹤0.01% 1570
2025
Q2 		$71.2K Hold
2,105
– – ﹤0.01% 1648
2025
Q1 		$64.5K Hold
2,105
– – ﹤0.01% 1646
2024
Q4 		$63.8K Sell
2,105
-426
-17% -$13.5K ﹤0.01% 1589
2024
Q3 		$78.2K Hold
2,531
– – ﹤0.01% 1449
2024
Q2 		$74.8K Buy
2,531
+204
+9% +$6.06K ﹤0.01% 1367
2024
Q1 		$71.5K Buy
+2,327
New +$68.7K ﹤0.01% 1357

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 Investments's UBS Position: Q1 2026 in Review

Harbour Investments increased its UBS Group (UBS) stake by 7.1% in Q1 2026, buying an estimated $15.8K and bringing the position to 5,586 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Harbour Investments first reported a position in UBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $242K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Harbour Investments held 5,586 shares of UBS Group worth $218K as of Q1 2026.
  • Harbour Investments bought 369 UBS Group shares in Q1 2026, an estimated $15.8K.
  • UBS Group made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1485 holding.
  • Harbour Investments first reported a position in UBS Group in Q1 2024 and has held it in 9 quarters since.
  • Harbour Investments's UBS Group position peaked at $242K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.