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Liberty One Investment Management’s UBS Group UBS Stock Holding History

Liberty One Investment Management’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 		$620K Buy
15,872
+1,372
+9% +$58.7K 0.06% 119
2025
Q4 		$672K Sell
14,500
-8,131
-36% -$329K 0.09% 99
2025
Q3 		$928K Buy
22,631
+2,151
+11% +$83.5K 0.05% 101
2025
Q2 		$693K Sell
20,480
-898
-4% -$27.8K 0.07% 103
2025
Q1 		$655K Sell
21,378
-743
-3% -$24.8K 0.07% 108
2024
Q4 		$671K Sell
22,121
-1,576
-7% -$50K 0.07% 107
2024
Q3 		$732K Sell
23,697
-1,184
-5% -$35.6K 0.07% 109
2024
Q2 		$735K Sell
24,881
-1,349
-5% -$40.1K 0.08% 106
2024
Q1 		$806K Sell
26,230
-10,154
-28% -$300K 0.09% 95
2023
Q4 		$1.12M Sell
36,384
-2,265
-6% -$59.6K 0.14% 79
2023
Q3 		$953K Sell
38,649
-1,270
-3% -$29.7K 0.14% 76
2023
Q2 		$809K Sell
39,919
-9,143
-19% -$184K 0.11% 93
2023
Q1 		$1.05M Sell
49,062
-2,948
-6% -$61.5K 0.14% 79
2022
Q4 		$971K Sell
52,010
-3,480
-6% -$59.2K 0.14% 80
2022
Q3 		$805K Sell
55,490
-14,529
-21% -$233K 0.13% 88
2022
Q2 		$1.07M Buy
70,019
+10,403
+17% +$182K 0.18% 91
2022
Q1 		$1.17M Sell
59,616
-2,841
-5% -$53.7K 0.18% 80
2021
Q4 		$1.12M Sell
62,457
-7,396
-11% -$130K 0.17% 90
2021
Q3 		$1.11M Sell
69,853
-166
-0.2% -$2.69K 0.19% 85
2021
Q2 		$1.07M Buy
70,019
+3,031
+5% +$47.9K 0.18% 91
2021
Q1 		$1.04M Sell
66,988
-105
-0.2% -$1.61K 0.19% 84
2020
Q4 		$948K Buy
67,093
+1,839
+3% +$24.4K 0.18% 80
2020
Q3 		$728K Buy
65,254
+2,326
+4% +$27.9K 0.15% 103
2020
Q2 		$726K Buy
62,928
+5,830
+10% +$60K 0.16% 81
2020
Q1 		$529K Buy
57,098
+1,018
+2% +$11.7K 0.14% 92
2019
Q4 		$705K Buy
+56,080
New +$667K 0.15% 98

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 $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

Liberty One Investment Management's UBS Position: Q1 2026 in Review

Liberty One Investment Management increased its UBS Group (UBS) stake by 9.5% in Q1 2026, buying an estimated $58.7K and bringing the position to 15,872 shares worth $620K. The position accounts for 0.06% of the portfolio, ranked #119.

Liberty One Investment Management first reported a position in UBS in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.17M in Q1 2022. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Liberty One Investment Management held 15,872 shares of UBS Group worth $620K as of Q1 2026.
  • Liberty One Investment Management bought 1,372 UBS Group shares in Q1 2026, an estimated $58.7K.
  • UBS Group made up 0.06% of Liberty One Investment Management's portfolio in Q1 2026, its #119 holding.
  • Liberty One Investment Management first reported a position in UBS Group in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's UBS Group position peaked at $1.17M in Q1 2022.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.