Key Financial Inc’s UBS Group UBS Stock Holding History

Key Financial Inc’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	$38.6K	Buy	988 +215	+28%	+$9.2K	0.01%	585
2025 Q4	$35.8K	Hold	773	–	–	0.01%	601
2025 Q3	$31.2K	Hold	773	–	–	0.01%	608
2025 Q2	$26.1K	Hold	773	–	–	0.01%	630
2025 Q1	$23.7K	Hold	773	–	–	0.01%	625
2024 Q4	$23.4K	Buy	773 +317	+70%	+$10K	0.01%	619
2024 Q3	$14.1K	Hold	456	–	–	﹤0.01%	713
2024 Q2	$13.5K	Hold	456	–	–	﹤0.01%	710
2024 Q1	$14K	Hold	456	–	–	﹤0.01%	679
2023 Q4	$14.1K	Hold	456	–	–	﹤0.01%	661
2023 Q3	$11.2K	Hold	456	–	–	﹤0.01%	683
2023 Q2	$9.24K	Hold	456	–	–	﹤0.01%	750
2023 Q1	$9.73K	Hold	456	–	–	﹤0.01%	687
2022 Q4	$6.62K	Hold	456	–	–	﹤0.01%	724
2022 Q3	$7K	Hold	456	–	–	﹤0.01%	736
2022 Q2	$7K	Hold	456	–	–	﹤0.01%	736
2022 Q1	$9K	Hold	456	–	–	﹤0.01%	674
2021 Q4	$8K	Hold	456	–	–	﹤0.01%	640
2021 Q3	$7K	Hold	456	–	–	﹤0.01%	663
2021 Q2	$8K	Hold	456	–	–	﹤0.01%	625
2021 Q1	$7K	Hold	456	–	–	﹤0.01%	552
2020 Q4	$6K	Buy	+456	New	+$6.04K	﹤0.01%	537
2020 Q2	–	Sell	-456	Closed	-$4K	–	587
2020 Q1	$4K	Buy	+456	New	+$5.25K	﹤0.01%	537

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

Key Financial Inc's UBS Position: Q1 2026 in Review

Key Financial Inc increased its UBS Group (UBS) stake by 28% in Q1 2026, buying an estimated $9.2K and bringing the position to 988 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #585.

Key Financial Inc first reported a position in UBS in Q1 2020 and has held it in 23 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Key Financial Inc held 988 shares of UBS Group worth $38.6K as of Q1 2026.
Key Financial Inc bought 215 UBS Group shares in Q1 2026, an estimated $9.2K.
UBS Group made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #585 holding.
Key Financial Inc first reported a position in UBS Group in Q1 2020 and has held it in 23 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.