Lido Advisors’s UBS Group UBS Stock Holding History

Lido Advisors’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	$380K	Buy	9,727 +1,142	+13%	+$48.9K	﹤0.01%	1447
2025 Q4	$357K	Buy	8,585 +84	+1%	+$3.39K	﹤0.01%	1472
2025 Q3	$349K	Sell	8,501 -322	-4%	-$12.5K	﹤0.01%	1410
2025 Q2	$298K	Sell	8,823 -220	-2%	-$6.81K	﹤0.01%	1348
2025 Q1	$277K	Buy	+9,043	New	+$302K	﹤0.01%	1247
2023 Q3	–	Sell	-12,439	Closed	-$252K	–	1317
2023 Q2	$252K	Buy	+12,439	New	+$250K	﹤0.01%	1017
2021 Q1	–	Sell	-19,914	Closed	-$281K	–	899
2020 Q4	$281K	Buy	+19,914	New	+$264K	0.01%	646
2018 Q3	–	Sell	-16,746	Closed	-$256K	–	477
2018 Q2	$256K	Buy	16,746 +3,255	+24%	+$52.9K	0.03%	342
2018 Q1	$238K	Buy	+13,491	New	+$256K	0.03%	320

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

Lido Advisors's UBS Position: Q1 2026 in Review

Lido Advisors increased its UBS Group (UBS) stake by 13% in Q1 2026, buying an estimated $48.9K and bringing the position to 9,727 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Lido Advisors first reported a position in UBS in Q1 2018 and has held it in 9 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Lido Advisors held 9,727 shares of UBS Group worth $380K as of Q1 2026.
Lido Advisors bought 1,142 UBS Group shares in Q1 2026, an estimated $48.9K.
UBS Group made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1447 holding.
Lido Advisors first reported a position in UBS Group in Q1 2018 and has held it in 9 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.