Integrated Wealth Concepts’s UBS Group UBS Stock Holding History

Integrated Wealth Concepts’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	$2.71M	Buy	69,282 +64,465	+1,338%	+$2.76M	0.02%	644
2025 Q4	$223K	Sell	4,817 -64,527	-93%	-$2.61M	﹤0.01%	1461
2025 Q3	$2.84M	Buy	69,344 +5,750	+9%	+$223K	0.03%	552
2025 Q2	$2.15M	Buy	63,594 +277	+0.4%	+$8.57K	0.02%	595
2025 Q1	$1.94M	Sell	63,317 -2,572	-4%	-$85.8K	0.02%	586
2024 Q4	$2M	Buy	65,889 +320	+0.5%	+$10.1K	0.02%	549
2024 Q3	$2.03M	Buy	65,569 +457	+0.7%	+$13.7K	0.02%	544
2024 Q2	$1.92M	Buy	65,112 +26	+0%	+$773	0.03%	520
2024 Q1	$2M	Buy	65,086 +382	+0.6%	+$11.3K	0.03%	516
2023 Q4	$2M	Buy	64,704 +6,841	+12%	+$180K	0.03%	480
2023 Q3	$1.43M	Sell	57,863 -52	-0.1%	-$1.22K	0.03%	560
2023 Q2	$1.17M	Sell	57,915 -2,237	-4%	-$45K	0.02%	616
2023 Q1	$1.28M	Buy	+60,152	New	+$1.25M	0.03%	532

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

Integrated Wealth Concepts's UBS Position: Q1 2026 in Review

Integrated Wealth Concepts increased its UBS Group (UBS) stake by 1,338% in Q1 2026, buying an estimated $2.76M and bringing the position to 69,282 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #644.

Integrated Wealth Concepts first reported a position in UBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.84M in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Integrated Wealth Concepts held 69,282 shares of UBS Group worth $2.71M as of Q1 2026.
Integrated Wealth Concepts bought 64,465 UBS Group shares in Q1 2026, an estimated $2.76M.
UBS Group made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #644 holding.
Integrated Wealth Concepts first reported a position in UBS Group in Q1 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's UBS Group position peaked at $2.84M in Q3 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.