J. Safra Sarasin Holding’s UBS Group UBS Stock Holding History

J. Safra Sarasin Holding’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	$41.5M	Sell	1,086,608 -34,011	-3%	-$1.46M	0.71%	45
2025 Q4	$52.3M	Sell	1,120,619 -593,915	-35%	-$24M	0.85%	39
2025 Q3	$70.1M	Sell	1,714,534 -52,001	-3%	-$2.02M	1.13%	21
2025 Q2	$59.6M	Sell	1,766,535 -255,545	-13%	-$7.91M	1.03%	30
2025 Q1	$61.5M	Sell	2,022,080 -1,935,848	-49%	-$64.6M	1.11%	30
2024 Q4	$121M	Buy	3,957,928 +2,204,855	+126%	+$69.9M	2.05%	7
2024 Q3	$54.2M	Buy	1,753,073 +1,015,595	+138%	+$30.5M	0.94%	39
2024 Q2	$21.7M	Buy	+737,478	New	+$21.9M	0.4%	72

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

J. Safra Sarasin Holding's UBS Position: Q1 2026 in Review

J. Safra Sarasin Holding reduced its UBS Group (UBS) stake by 3% in Q1 2026, selling an estimated $1.46M and leaving 1,086,608 shares worth $41.5M. The position accounts for 0.71% of the portfolio, ranked #45.

J. Safra Sarasin Holding first reported a position in UBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $121M in Q4 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

J. Safra Sarasin Holding held 1,086,608 shares of UBS Group worth $41.5M as of Q1 2026.
J. Safra Sarasin Holding sold 34,011 UBS Group shares in Q1 2026, an estimated $1.46M.
UBS Group made up 0.71% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #45 holding.
J. Safra Sarasin Holding first reported a position in UBS Group in Q2 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's UBS Group position peaked at $121M in Q4 2024.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.