IMC Chicago’s UBS Group UBS Stock Holding History

IMC Chicago’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	$6.58M	Buy	168,300 +105,500	+168%	+$4.51M	﹤0.01%	1580
2025 Q4	$2.91M	Sell	62,800 -14,600	-19%	-$590K	﹤0.01%	2134
2025 Q3	$3.17M	Buy	77,400 +11,200	+17%	+$435K	﹤0.01%	1916
2025 Q2	$2.24M	Sell	66,200 -54,900	-45%	-$1.7M	﹤0.01%	1934
2025 Q1	$3.71M	Buy	121,100 +63,700	+111%	+$2.12M	﹤0.01%	1397
2024 Q4	$1.74M	Sell	57,400 -2,000	-3%	-$63.4K	﹤0.01%	1971
2024 Q3	$1.84M	Sell	59,400 -36,200	-38%	-$1.09M	﹤0.01%	1723
2024 Q2	$2.82M	Buy	95,600 +46,000	+93%	+$1.37M	﹤0.01%	1365
2024 Q1	$1.52M	Buy	+49,600	New	+$1.47M	﹤0.01%	1518

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

IMC Chicago's UBS Position: Q1 2026 in Review

IMC Chicago opened a new position in UBS Group (UBS) in Q1 2026: 67,609 shares worth $2.64M. The stake represents ﹤0.01% of the portfolio and ranks #2319 among its holdings. This is a return to the name: IMC Chicago previously reported a position in UBS as recently as Q2 2025.

IMC Chicago first reported a position in UBS in Q1 2024 and has held it in 3 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

IMC Chicago held 67,609 shares of UBS Group worth $2.64M as of Q1 2026.
UBS Group was a new IMC Chicago position in Q1 2026.
UBS Group made up ﹤0.01% of IMC Chicago's portfolio in Q1 2026, its #2319 holding.
IMC Chicago first reported a position in UBS Group in Q1 2024 and has held it in 3 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on IMC Chicago's 13F filing for Q1 2026, filed 5 May 2026.