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Keel Point’s UBS Group UBS Stock Holding History

Keel Point’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
-8,783
Closed -$407K – 562
2025
Q4 		$407K Sell
8,783
-533
-6% -$21.5K 0.02% 343
2025
Q3 		$382K Sell
9,316
-172
-2% -$6.68K 0.02% 361
2025
Q2 		$321K Buy
9,488
+346
+4% +$10.7K 0.02% 384
2025
Q1 		$279K Sell
9,142
-85
-0.9% -$2.83K 0.02% 363
2024
Q4 		$280K Buy
9,227
+389
+4% +$12.3K 0.02% 339
2024
Q3 		$273K Buy
8,838
+40
+0.5% +$1.2K 0.02% 347
2024
Q2 		$257K Sell
8,798
-550
-6% -$16.4K 0.02% 351
2024
Q1 		$287K Sell
9,348
-41
-0.4% -$1.21K 0.03% 290
2023
Q4 		$290K Buy
9,389
+445
+5% +$11.7K 0.03% 264
2023
Q3 		$220K Buy
+8,944
New +$209K 0.03% 284

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

Keel Point's UBS Position: Q1 2026 in Review

Keel Point sold out of UBS Group (UBS) in Q1 2026, closing a stake of 8,783 shares — an estimated $407K sold.

Keel Point first reported a position in UBS in Q3 2023 and held it in 10 quarters. The position peaked at $407K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Keel Point reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Keel Point sold 8,783 UBS Group shares in Q1 2026, an estimated $407K.
  • Keel Point first reported a position in UBS Group in Q3 2023 and held it in 10 quarters.
  • Keel Point's UBS Group position peaked at $407K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.