Kovitz Investment Group Partners’s UBS Group UBS Stock Holding History

Kovitz Investment Group Partners’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	$1.44M	Buy	36,814 +1,460	+4%	+$62.5K	0.03%	270
2025 Q4	$1.64M	Sell	35,354 -12,698	-26%	-$513K	0.04%	258
2025 Q3	$1.97M	Buy	48,052 +3,043	+7%	+$118K	0.01%	673
2025 Q2	$1.52M	Buy	45,009 +5,178	+13%	+$160K	0.01%	703
2025 Q1	$1.22M	Sell	39,831 -7,198	-15%	-$240K	0.01%	693
2024 Q4	$1.43M	Sell	47,029 -742	-2%	-$23.5K	0.01%	638
2024 Q3	$1.06M	Buy	47,771 +12,323	+35%	+$370K	0.01%	615
2024 Q2	$1.05M	Buy	+35,448	New	+$1.05M	0.01%	528

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 $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kovitz Investment Group Partners's UBS Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its UBS Group (UBS) stake by 4.1% in Q1 2026, buying an estimated $62.5K and bringing the position to 36,814 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #270.

Kovitz Investment Group Partners first reported a position in UBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q3 2025. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Kovitz Investment Group Partners held 36,814 shares of UBS Group worth $1.44M as of Q1 2026.
Kovitz Investment Group Partners bought 1,460 UBS Group shares in Q1 2026, an estimated $62.5K.
UBS Group made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #270 holding.
Kovitz Investment Group Partners first reported a position in UBS Group in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's UBS Group position peaked at $1.97M in Q3 2025.
683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.