Kestra Private Wealth Services’s UBS Group UBS Stock Holding History

Kestra Private Wealth Services’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	$819K	Sell	20,951 -605	-3%	-$25.9K	0.01%	942
2025 Q4	$998K	Buy	21,556 +16,605	+335%	+$671K	0.01%	806
2025 Q3	$203K	Buy	+4,951	New	+$192K	﹤0.01%	1551
2025 Q1	–	Sell	-8,674	Closed	-$263K	–	1573
2024 Q4	$263K	Sell	8,674 -294	-3%	-$9.32K	﹤0.01%	1184
2024 Q3	$277K	Buy	+8,968	New	+$270K	0.01%	1114

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

Kestra Private Wealth Services's UBS Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its UBS Group (UBS) stake by 2.8% in Q1 2026, selling an estimated $25.9K and leaving 20,951 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #942.

Kestra Private Wealth Services first reported a position in UBS in Q3 2024 and has held it in 5 quarters since. The position peaked at $998K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Kestra Private Wealth Services held 20,951 shares of UBS Group worth $819K as of Q1 2026.
Kestra Private Wealth Services sold 605 UBS Group shares in Q1 2026, an estimated $25.9K.
UBS Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #942 holding.
Kestra Private Wealth Services first reported a position in UBS Group in Q3 2024 and has held it in 5 quarters since.
Kestra Private Wealth Services's UBS Group position peaked at $998K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.