Inspire Trust Company’s UBS Group UBS Stock Holding History

Inspire Trust Company’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	$6.25M	Buy	160,000 +30,000	+23%	+$1.28M	0.97%	39
2025 Q4	$6.02M	Buy	130,000 +5,000	+4%	+$202K	0.99%	36
2025 Q3	$5.13M	Sell	125,000 -10,000	-7%	-$388K	0.93%	44
2025 Q2	$4.57M	Buy	135,000 +22,000	+19%	+$681K	0.94%	44
2025 Q1	$3.46M	Buy	113,000 +5,000	+5%	+$167K	0.82%	53
2024 Q4	$3.27M	Buy	108,000 +3,583	+3%	+$114K	0.84%	49
2024 Q3	$3.23M	Buy	104,417 +28,000	+37%	+$841K	0.89%	44
2024 Q2	$2.26M	Buy	76,417 +27,000	+55%	+$803K	0.75%	55
2024 Q1	$1.52M	Buy	49,417 +22,780	+86%	+$673K	0.85%	44
2023 Q4	$823K	Buy	+26,637	New	+$701K	0.85%	44

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

Inspire Trust Company's UBS Position: Q1 2026 in Review

Inspire Trust Company increased its UBS Group (UBS) stake by 23% in Q1 2026, buying an estimated $1.28M and bringing the position to 160,000 shares worth $6.25M. The position accounts for 0.97% of the portfolio, ranked #39.

Inspire Trust Company first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Inspire Trust Company held 160,000 shares of UBS Group worth $6.25M as of Q1 2026.
Inspire Trust Company bought 30,000 UBS Group shares in Q1 2026, an estimated $1.28M.
UBS Group made up 0.97% of Inspire Trust Company's portfolio in Q1 2026, its #39 holding.
Inspire Trust Company first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.