Larson Financial Group’s UBS Group UBS Stock Holding History

Larson Financial Group’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	$45.7K	Buy	1,169 +293	+33%	+$12.5K	﹤0.01%	1408
2025 Q4	$40.6K	Buy	876 +55	+7%	+$2.22K	﹤0.01%	1343
2025 Q3	$33.7K	Buy	821 +445	+118%	+$17.3K	﹤0.01%	1353
2025 Q2	$12.7K	Buy	376 +187	+99%	+$5.79K	﹤0.01%	1696
2025 Q1	$5.79K	Buy	189 +163	+627%	+$5.44K	﹤0.01%	1842
2024 Q4	$788	Sell	26 -1,493	-98%	-$47.3K	﹤0.01%	2093
2024 Q3	$47K	Hold	1,519	–	–	﹤0.01%	927
2024 Q2	$44.9K	Hold	1,519	–	–	﹤0.01%	837
2024 Q1	$46.7K	Buy	1,519 +1,493	+5,742%	+$44.1K	﹤0.01%	707
2023 Q4	$803	Buy	+26	New	+$684	﹤0.01%	1508

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

Larson Financial Group's UBS Position: Q1 2026 in Review

Larson Financial Group increased its UBS Group (UBS) stake by 33% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,169 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Larson Financial Group first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $47K in Q3 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Larson Financial Group held 1,169 shares of UBS Group worth $45.7K as of Q1 2026.
Larson Financial Group bought 293 UBS Group shares in Q1 2026, an estimated $12.5K.
UBS Group made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1408 holding.
Larson Financial Group first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Larson Financial Group's UBS Group position peaked at $47K in Q3 2024.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.