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HRT Financial’s UBS Group UBS Stock Holding History

HRT Financial’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 		$2.94M Buy
75,306
+61,738
+455% +$2.64M 0.01% 1332
2025
Q4 		$628K Buy
13,568
+3,573
+36% +$144K ﹤0.01% 1983
2025
Q3 		$409K Sell
9,995
-7,259
-42% -$282K ﹤0.01% 1992
2025
Q2 		$583K Buy
+17,254
New +$534K ﹤0.01% 1530
2024
Q3 		– Sell
-15,703
Closed -$463K – 3154
2024
Q2 		$463K Sell
15,703
-459
-3% -$13.6K ﹤0.01% 1333
2024
Q1 		$496K Sell
16,162
-4,644
-22% -$137K ﹤0.01% 1265
2023
Q4 		$642K Buy
20,806
+6,612
+47% +$174K ﹤0.01% 1230
2023
Q3 		$349K Sell
14,194
-8,708
-38% -$203K ﹤0.01% 1588
2023
Q2 		$464K Buy
+22,902
New +$460K ﹤0.01% 1397
2022
Q4 		– Sell
-26,332
Closed -$382K – 3179
2022
Q3 		$382K Buy
+26,332
New +$422K ﹤0.01% 1841
2021
Q3 		– Sell
-43,054
Closed -$660K – 3771
2021
Q2 		$660K Buy
+43,054
New +$680K 0.01% 1526
2021
Q1 		– Sell
-22,345
Closed -$315K – 3161
2020
Q4 		$315K Buy
+22,345
New +$296K 0.01% 1261
2019
Q3 		– Sell
-17,001
Closed -$201K – 1610
2019
Q2 		$201K Buy
+17,001
New +$208K 0.01% 633
2019
Q1 		– Sell
-16,201
Closed -$200K – 794
2018
Q4 		$200K Buy
+16,201
New +$220K 0.03% 488

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
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
CCI
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HRT Financial's UBS Position: Q1 2026 in Review

HRT Financial increased its UBS Group (UBS) stake by 455% in Q1 2026, buying an estimated $2.64M and bringing the position to 75,306 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #1332.

HRT Financial first reported a position in UBS in Q4 2018 and has held it in 14 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • HRT Financial held 75,306 shares of UBS Group worth $2.94M as of Q1 2026.
  • HRT Financial bought 61,738 UBS Group shares in Q1 2026, an estimated $2.64M.
  • UBS Group made up 0.01% of HRT Financial's portfolio in Q1 2026, its #1332 holding.
  • HRT Financial first reported a position in UBS Group in Q4 2018 and has held it in 14 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.