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Ingalls & Snyder LLC’s UBS Group UBS Stock Holding History

Ingalls & Snyder LLC’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 		$7.58M Buy
193,936
+11,917
+7% +$510K 0.27% 74
2025
Q4 		$8.43M Buy
182,019
+11,950
+7% +$483K 0.31% 69
2025
Q3 		$6.97M Buy
170,069
+20,008
+13% +$777K 0.23% 81
2025
Q2 		$5.08M Buy
+150,061
New +$4.64M 0.18% 89

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

Ingalls & Snyder LLC's UBS Position: Q1 2026 in Review

Ingalls & Snyder LLC increased its UBS Group (UBS) stake by 6.5% in Q1 2026, buying an estimated $510K and bringing the position to 193,936 shares worth $7.58M. The position accounts for 0.27% of the portfolio, ranked #74.

Ingalls & Snyder LLC first reported a position in UBS in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.43M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Ingalls & Snyder LLC held 193,936 shares of UBS Group worth $7.58M as of Q1 2026.
  • Ingalls & Snyder LLC bought 11,917 UBS Group shares in Q1 2026, an estimated $510K.
  • UBS Group made up 0.27% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #74 holding.
  • Ingalls & Snyder LLC first reported a position in UBS Group in Q2 2025 and has held it in 4 quarters since.
  • Ingalls & Snyder LLC's UBS Group position peaked at $8.43M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.