KWM
UBS icon

Keebeck Wealth Management’s UBS Group UBS Stock Holding History

Keebeck Wealth Management’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 		$343K Buy
8,772
+2,540
+41% +$109K 0.04% 291
2025
Q4 		$289K Buy
6,232
+456
+8% +$18.4K 0.03% 300
2025
Q3 		$237K Buy
+5,776
New +$224K 0.03% 331
2020
Q3 		– Sell
-5,000
Closed -$57K – 347
2020
Q2 		$57K Buy
+5,000
New +$51.5K 0.02% 209

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

Keebeck Wealth Management's UBS Position: Q1 2026 in Review

Keebeck Wealth Management increased its UBS Group (UBS) stake by 41% in Q1 2026, buying an estimated $109K and bringing the position to 8,772 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #291.

Keebeck Wealth Management first reported a position in UBS in Q2 2020 and has held it in 4 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Keebeck Wealth Management held 8,772 shares of UBS Group worth $343K as of Q1 2026.
  • Keebeck Wealth Management bought 2,540 UBS Group shares in Q1 2026, an estimated $109K.
  • UBS Group made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #291 holding.
  • Keebeck Wealth Management first reported a position in UBS Group in Q2 2020 and has held it in 4 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.