Henshaw Capital’s UBS Group UBS Stock Holding History

Henshaw Capital’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	$1.01M	Sell	25,815 -7,452	-22%	-$319K	0.04%	112
2025 Q4	$1.54M	Hold	33,267	–	–	0.06%	97
2025 Q3	$1.36M	Buy	+33,267	New	+$1.29M	0.05%	101
2023 Q1	–	Sell	-15,299	Closed	-$286K	–	269
2022 Q4	$286K	Hold	15,299	–	–	0.02%	182
2022 Q3	$222K	Sell	15,299 -22,591	-60%	-$362K	0.02%	259
2022 Q2	$615K	Sell	37,890 -2,398	-6%	-$42K	0.04%	132
2022 Q1	$787K	Buy	+40,288	New	+$762K	0.05%	126
2017 Q3	–	Sell	-18,377	Closed	-$312K	–	308
2017 Q2	$312K	Hold	18,377	–	–	0.03%	222
2017 Q1	$293K	Hold	18,377	–	–	0.03%	217
2016 Q4	$288K	Hold	18,377	–	–	0.03%	213
2016 Q3	$250K	Hold	18,377	–	–	0.03%	233
2016 Q2	$238K	Hold	18,377	–	–	0.03%	236
2016 Q1	$294K	Buy	+18,377	New	+$298K	0.04%	192

Other funds holding UBS

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return