Marex Group’s UBS Group UBS Stock Holding History

Marex 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	$2.07M	Buy	53,085 +1,670	+3%	+$71.5K	0.01%	322
2025 Q4	$2.38M	Sell	51,415 -2,768	-5%	-$112K	0.02%	293
2025 Q3	$2.21M	Buy	+54,183	New	+$2.1M	0.02%	254
2025 Q2	–	Sell	-79,413	Closed	-$2.43M	–	920
2025 Q1	$2.43M	Buy	79,413 +17,856	+29%	+$595K	0.05%	160
2024 Q4	$1.87M	Sell	61,557 -9,499	-13%	-$301K	0.03%	169
2024 Q3	$2.2M	Sell	71,056 -1,858	-3%	-$55.8K	0.05%	139
2024 Q2	$2.15M	Sell	72,914 -50,360	-41%	-$1.5M	0.06%	153
2024 Q1	$3.79M	Sell	123,274 -29,151	-19%	-$861K	0.12%	106
2023 Q4	$4.73M	Buy	+152,425	New	+$4.01M	0.19%	100

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

Marex Group's UBS Position: Q1 2026 in Review

Marex Group increased its UBS Group (UBS) stake by 3.2% in Q1 2026, buying an estimated $71.5K and bringing the position to 53,085 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #322.

Marex Group first reported a position in UBS in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.73M in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Marex Group held 53,085 shares of UBS Group worth $2.07M as of Q1 2026.
Marex Group bought 1,670 UBS Group shares in Q1 2026, an estimated $71.5K.
UBS Group made up 0.01% of Marex Group's portfolio in Q1 2026, its #322 holding.
Marex Group first reported a position in UBS Group in Q4 2023 and has held it in 9 quarters since.
Marex Group's UBS Group position peaked at $4.73M in Q4 2023.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.