HighPoint Advisor Group’s UBS Group UBS Stock Holding History

HighPoint Advisor Group’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	-8,931	Closed	-$414K	–	1021
2025 Q4	$414K	Buy	8,931 +362	+4%	+$14.6K	0.01%	727
2025 Q3	$351K	Buy	8,569 +384	+5%	+$14.9K	0.02%	481
2025 Q2	$277K	Buy	8,185 +744	+10%	+$23K	0.01%	546
2025 Q1	$227K	Sell	7,441 -192	-3%	-$6.4K	0.01%	583
2024 Q4	$253K	Buy	7,633 +349	+5%	+$11.1K	0.01%	573
2024 Q3	$227K	Buy	+7,284	New	+$219K	0.01%	579
2024 Q1	–	Sell	-6,501	Closed	-$205K	–	667
2023 Q4	$205K	Buy	+6,501	New	+$171K	0.01%	586

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HighPoint Advisor Group's UBS Position: Q1 2026 in Review

HighPoint Advisor Group sold out of UBS Group (UBS) in Q1 2026, closing a stake of 8,931 shares — an estimated $414K sold.

HighPoint Advisor Group first reported a position in UBS in Q4 2023 and held it in 7 quarters. The position peaked at $414K in Q4 2025. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

HighPoint Advisor Group reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 8,931 UBS Group shares in Q1 2026, an estimated $414K.
HighPoint Advisor Group first reported a position in UBS Group in Q4 2023 and held it in 7 quarters.
HighPoint Advisor Group's UBS Group position peaked at $414K in Q4 2025.
685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.