Harvest Fund Management’s UBS Group UBS Stock Holding History

Harvest Fund 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	-34	Closed	-$1K	–	613
2025 Q4	$1K	Hold	34	–	–	﹤0.01%	589
2025 Q3	$1K	Hold	34	–	–	﹤0.01%	623
2025 Q2	$1K	Hold	34	–	–	﹤0.01%	614
2025 Q1	$1K	Hold	34	–	–	﹤0.01%	658
2024 Q4	$1K	Hold	34	–	–	﹤0.01%	723
2024 Q3	$1K	Sell	34 -233	-87%	-$7K	﹤0.01%	601
2024 Q2	$8K	Buy	267 +15	+6%	+$446	﹤0.01%	558
2024 Q1	$8K	Sell	252 -2,567	-91%	-$75.8K	﹤0.01%	596
2023 Q4	$87K	Buy	2,819 +951	+51%	+$25K	0.01%	353
2023 Q3	$46K	Buy	1,868 +1,013	+118%	+$23.7K	0.01%	412
2023 Q2	$17K	Sell	855 -1,032	-55%	-$20.7K	﹤0.01%	521
2023 Q1	$40K	Hold	1,887	–	–	0.01%	508
2022 Q4	$35K	Hold	1,887	–	–	0.01%	529
2022 Q3	$28K	Buy	+1,887	New	+$30.2K	0.01%	507

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

Harvest Fund Management's UBS Position: Q1 2026 in Review

Harvest Fund Management sold out of UBS Group (UBS) in Q1 2026, closing a stake of 34 shares — an estimated $1K sold.

Harvest Fund Management first reported a position in UBS in Q3 2022 and held it in 14 quarters. The position peaked at $87K in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Harvest Fund Management reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Harvest Fund Management sold 34 UBS Group shares in Q1 2026, an estimated $1K.
Harvest Fund Management first reported a position in UBS Group in Q3 2022 and held it in 14 quarters.
Harvest Fund Management's UBS Group position peaked at $87K in Q4 2023.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.