Horizon Investments’s UBS Group UBS Stock Holding History

Horizon 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	–	Sell	-30	Closed	-$1.39K	–	1509
2025 Q4	$1.39K	Hold	30	–	–	﹤0.01%	1220
2025 Q3	$1.23K	Hold	30	–	–	﹤0.01%	1111
2025 Q2	$1.01K	Buy	+30	New	+$928	﹤0.01%	1054
2023 Q4	–	Sell	-32,050	Closed	-$790K	–	860
2023 Q3	$790K	Hold	32,050	–	–	0.02%	207
2023 Q2	$650K	Hold	32,050	–	–	0.02%	242
2023 Q1	$684K	Hold	32,050	–	–	0.02%	231
2022 Q4	$598K	Buy	+32,050	New	+$545K	0.02%	332
2022 Q3	–	Sell	-90,653	Closed	-$1.47M	–	525
2022 Q2	$1.47M	Buy	+90,653	New	+$1.59M	0.05%	144
2021 Q2	–	Sell	-81,956	Closed	-$1.27M	–	491
2021 Q1	$1.27M	Hold	81,956	–	–	0.05%	173
2020 Q4	$1.16M	Buy	+81,956	New	+$1.09M	1.32%	21

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

Horizon Investments's UBS Position: Q1 2026 in Review

Horizon Investments sold out of UBS Group (UBS) in Q1 2026, closing a stake of 30 shares — an estimated $1.39K sold.

Horizon Investments first reported a position in UBS in Q4 2020 and held it in 10 quarters. The position peaked at $1.47M in Q2 2022. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Horizon Investments reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Horizon Investments sold 30 UBS Group shares in Q1 2026, an estimated $1.39K.
Horizon Investments first reported a position in UBS Group in Q4 2020 and held it in 10 quarters.
Horizon Investments's UBS Group position peaked at $1.47M in Q2 2022.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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