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Kohmann Bosshard Financial Services’s UBS Group UBS Stock Holding History

Kohmann Bosshard Financial 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 		– Sell
-1,350
Closed -$62.5K – 584
2025
Q4 		$62.5K Buy
+1,350
New +$54.5K 0.01% 475
2025
Q1 		– Sell
-1,350
Closed -$40.9K – 742
2024
Q4 		$40.9K Buy
+1,350
New +$42.8K ﹤0.01% 356

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 $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kohmann Bosshard Financial Services's UBS Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of UBS Group (UBS) in Q1 2026, closing a stake of 1,350 shares — an estimated $62.5K sold.

Kohmann Bosshard Financial Services first reported a position in UBS in Q4 2024 and held it in 2 quarters. The position peaked at $62.5K in Q4 2025. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 1,350 UBS Group shares in Q1 2026, an estimated $62.5K.
  • Kohmann Bosshard Financial Services first reported a position in UBS Group in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's UBS Group position peaked at $62.5K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.