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Lavaca Capital’s UBS Group UBS Stock Holding History

Lavaca Capital’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 		$18K Hold
460
– – ﹤0.01% 224
2025
Q4 		$21.3K Hold
460
– – ﹤0.01% 217
2025
Q3 		$18.9K Hold
460
– – ﹤0.01% 215
2025
Q2 		$15.6K Hold
460
– – 0.01% 219
2025
Q1 		$14.1K Hold
460
– – 0.01% 209
2024
Q4 		$13.9K Buy
+460
New +$14.6K 0.01% 266
2019
Q2 		– Sell
-2,876
Closed -$35K – 335
2019
Q1 		$35K Hold
2,876
– – 0.03% 179
2018
Q4 		$36K Buy
+2,876
New +$39K 0.04% 148

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 $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Lavaca Capital's UBS Position: Q1 2026 in Review

Lavaca Capital held its UBS Group (UBS) position steady in Q1 2026 at 460 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Lavaca Capital first reported a position in UBS in Q4 2018 and has held it in 8 quarters since. The position peaked at $36K in Q4 2018. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Lavaca Capital held 460 shares of UBS Group worth $18K as of Q1 2026.
  • Lavaca Capital left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up ﹤0.01% of Lavaca Capital's portfolio in Q1 2026, its #224 holding.
  • Lavaca Capital first reported a position in UBS Group in Q4 2018 and has held it in 8 quarters since.
  • Lavaca Capital's UBS Group position peaked at $36K in Q4 2018.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.