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Interchange Capital Partners’s UBS Group UBS Stock Holding History

Interchange Capital Partners’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 		– Sell
-5,104
Closed -$236K – 451
2025
Q4 		$236K Buy
+5,104
New +$206K 0.04% 358
2021
Q4 		– Sell
-14,910
Closed -$237K – 192
2021
Q3 		$237K Hold
14,910
– – 0.4% 85
2021
Q2 		$228K Buy
14,910
+5,658
+61% +$89.4K 0.35% 88
2021
Q1 		$331K Sell
9,252
-4,864
-34% -$74.8K 0.18% 161
2020
Q4 		$199K Buy
+14,116
New +$187K 0.11% 211

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

Interchange Capital Partners's UBS Position: Q1 2026 in Review

Interchange Capital Partners sold out of UBS Group (UBS) in Q1 2026, closing a stake of 5,104 shares — an estimated $236K sold.

Interchange Capital Partners first reported a position in UBS in Q4 2020 and held it in 5 quarters. The position peaked at $331K in Q1 2021. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Interchange Capital Partners reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 5,104 UBS Group shares in Q1 2026, an estimated $236K.
  • Interchange Capital Partners first reported a position in UBS Group in Q4 2020 and held it in 5 quarters.
  • Interchange Capital Partners's UBS Group position peaked at $331K in Q1 2021.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.