Legacy Capital Group California’s UBS Group UBS Stock Holding History

Legacy Capital Group California’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	$1.24M	Sell	31,802 -7,669	-19%	-$328K	0.47%	42
2025 Q4	$1.83M	Buy	39,471 +239	+0.6%	+$9.66K	0.44%	46
2025 Q3	$1.61M	Buy	39,232 +524	+1%	+$20.4K	0.41%	49
2025 Q2	$1.31M	Buy	38,708 +831	+2%	+$25.7K	0.36%	64
2025 Q1	$1.16M	Sell	37,877 -2,287	-6%	-$76.3K	0.4%	44
2024 Q4	$1.22M	Sell	40,164 -373	-0.9%	-$11.8K	0.37%	56
2024 Q3	$1.25M	Sell	40,537 -794	-2%	-$23.9K	0.42%	46
2024 Q2	$1.22M	Buy	41,331 +447	+1%	+$13.3K	0.44%	51
2024 Q1	$1.26M	Sell	40,884 -1,893	-4%	-$55.9K	0.46%	52
2023 Q4	$1.32M	Buy	42,777 +497	+1%	+$13.1K	0.51%	34
2023 Q3	$1.04M	Buy	42,280 +313	+0.7%	+$7.31K	0.45%	48
2023 Q2	$851K	Buy	41,967 +5,993	+17%	+$120K	0.35%	75
2023 Q1	$768K	Buy	+35,974	New	+$750K	0.38%	79

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

Legacy Capital Group California's UBS Position: Q1 2026 in Review

Legacy Capital Group California reduced its UBS Group (UBS) stake by 19% in Q1 2026, selling an estimated $328K and leaving 31,802 shares worth $1.24M. The position accounts for 0.47% of the portfolio, ranked #42.

Legacy Capital Group California first reported a position in UBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.83M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Legacy Capital Group California held 31,802 shares of UBS Group worth $1.24M as of Q1 2026.
Legacy Capital Group California sold 7,669 UBS Group shares in Q1 2026, an estimated $328K.
UBS Group made up 0.47% of Legacy Capital Group California's portfolio in Q1 2026, its #42 holding.
Legacy Capital Group California first reported a position in UBS Group in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's UBS Group position peaked at $1.83M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.