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IFC & Insurance Marketing’s UBS Group UBS Stock Holding History

IFC & Insurance Marketing’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
-134
Closed -$6K – 642
2025
Q4 		$6K Buy
+134
New +$5.41K 0.01% 485

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Zurich Cantonal Bank
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCI
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

IFC & Insurance Marketing's UBS Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of UBS Group (UBS) in Q1 2026, closing a stake of 134 shares — an estimated $6K sold.

IFC & Insurance Marketing first reported a position in UBS in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 134 UBS Group shares in Q1 2026, an estimated $6K.
  • IFC & Insurance Marketing first reported a position in UBS Group in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's UBS Group position peaked at $6K in Q4 2025.
  • 685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.