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IEQ Capital’s UBS Group UBS Stock Holding History

IEQ 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 		$2.72M Buy
69,672
+17,260
+33% +$739K 0.01% 664
2025
Q4 		$2.43M Buy
52,412
+1,796
+4% +$72.6K 0.01% 730
2025
Q3 		$2.08M Buy
50,616
+24,349
+93% +$946K 0.01% 745
2025
Q2 		$888K Buy
26,267
+7,203
+38% +$223K 0.01% 894
2025
Q1 		$584K Buy
19,064
+536
+3% +$17.9K ﹤0.01% 914
2024
Q4 		$562K Buy
18,528
+1,192
+7% +$37.8K 0.01% 806
2024
Q3 		$536K Buy
17,336
+1,666
+11% +$50.1K 0.01% 731
2024
Q2 		$463K Buy
15,670
+3,022
+24% +$89.8K 0.01% 683
2024
Q1 		$389K Sell
12,648
-2,673
-17% -$79K 0.01% 709
2023
Q4 		$473K Buy
15,321
+5,558
+57% +$146K 0.01% 593
2023
Q3 		$241K Sell
9,763
-2,554
-21% -$59.7K ﹤0.01% 787
2023
Q2 		$250K Buy
+12,317
New +$248K 0.01% 740
2022
Q3 		– Sell
-11,286
Closed -$183K – 881
2022
Q2 		$183K Buy
+11,286
New +$198K 0.01% 738

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

IEQ Capital's UBS Position: Q1 2026 in Review

IEQ Capital increased its UBS Group (UBS) stake by 33% in Q1 2026, buying an estimated $739K and bringing the position to 69,672 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #664.

IEQ Capital first reported a position in UBS in Q2 2022 and has held it in 13 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • IEQ Capital held 69,672 shares of UBS Group worth $2.72M as of Q1 2026.
  • IEQ Capital bought 17,260 UBS Group shares in Q1 2026, an estimated $739K.
  • UBS Group made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #664 holding.
  • IEQ Capital first reported a position in UBS Group in Q2 2022 and has held it in 13 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.