Hilltop Holdings’s UBS Group UBS Stock Holding History

Hilltop Holdings’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	$245K	Sell	6,360 -3,130	-33%	-$134K	0.02%	568
2025 Q4	$441K	Sell	9,490 -103	-1%	-$4.16K	0.03%	584
2025 Q3	$392K	Buy	9,593 +797	+9%	+$31K	0.02%	652
2025 Q2	$298K	Sell	8,796 -1,294	-13%	-$40K	0.02%	692
2025 Q1	$307K	Sell	10,090 -306	-3%	-$10.2K	0.02%	663
2024 Q4	$317K	Sell	10,396 -32	-0.3%	-$1.01K	0.02%	649
2024 Q3	$321K	Buy	10,428 +2,435	+30%	+$73.2K	0.02%	634
2024 Q2	$235K	Buy	7,993 +3	+0%	+$89	0.03%	538
2024 Q1	$246K	Sell	7,990 -8	-0.1%	-$236	0.03%	554
2023 Q4	$248K	Buy	+7,998	New	+$210K	0.03%	517

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

Hilltop Holdings's UBS Position: Q1 2026 in Review

Hilltop Holdings reduced its UBS Group (UBS) stake by 33% in Q1 2026, selling an estimated $134K and leaving 6,360 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #568.

Hilltop Holdings first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $441K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Hilltop Holdings held 6,360 shares of UBS Group worth $245K as of Q1 2026.
Hilltop Holdings sold 3,130 UBS Group shares in Q1 2026, an estimated $134K.
UBS Group made up 0.02% of Hilltop Holdings's portfolio in Q1 2026, its #568 holding.
Hilltop Holdings first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Hilltop Holdings's UBS Group position peaked at $441K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.