IMA Advisory Services’s UBS Group UBS Stock Holding History

IMA Advisory Services’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	$3.16K	Sell	81 -9	-10%	-$385	﹤0.01%	516
2025 Q4	$4.17K	Buy	+90	New	+$3.64K	﹤0.01%	477
2018 Q3	–	Sell	-275	Closed	-$4K	–	452
2018 Q2	$4K	Buy	+275	New	+$4.47K	﹤0.01%	363

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

IMA Advisory Services's UBS Position: Q1 2026 in Review

IMA Advisory Services reduced its UBS Group (UBS) stake by 10% in Q1 2026, selling an estimated $385 and leaving 81 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

IMA Advisory Services first reported a position in UBS in Q2 2018 and has held it in 3 quarters since. The position peaked at $4.17K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

IMA Advisory Services held 81 shares of UBS Group worth $3.16K as of Q1 2026.
IMA Advisory Services sold 9 UBS Group shares in Q1 2026, an estimated $385.
UBS Group made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #516 holding.
IMA Advisory Services first reported a position in UBS Group in Q2 2018 and has held it in 3 quarters since.
IMA Advisory Services's UBS Group position peaked at $4.17K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.