Mariner
UBS icon

Mariner’s UBS Group UBS Stock Holding History

Mariner’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 		$8.89M Buy
227,767
+10,521
+5% +$450K 0.01% 800
2025
Q4 		$10.1M Buy
217,246
+9,297
+4% +$376K 0.01% 704
2025
Q3 		$8.53M Buy
207,949
+26,919
+15% +$1.05M 0.01% 702
2025
Q2 		$6.12M Buy
181,030
+4,483
+3% +$139K 0.01% 794
2025
Q1 		$5.41M Buy
176,547
+7,315
+4% +$244K 0.01% 791
2024
Q4 		$5.13M Buy
169,232
+125
+0.1% +$3.96K 0.01% 794
2024
Q3 		$5.23M Buy
169,107
+7,092
+4% +$213K 0.01% 768
2024
Q2 		$4.79M Buy
162,015
+6,281
+4% +$187K 0.01% 743
2024
Q1 		$4.78M Buy
155,734
+6,920
+5% +$204K 0.01% 751
2023
Q4 		$4.6M Buy
148,814
+10,146
+7% +$267K 0.01% 707
2023
Q3 		$3.42M Buy
138,668
+10,744
+8% +$251K 0.01% 772
2023
Q2 		$2.59M Buy
127,924
+5,883
+5% +$118K 0.01% 876
2023
Q1 		$2.6M Sell
122,041
-1,900
-2% -$39.6K 0.01% 848
2022
Q4 		$2.31M Sell
123,941
-7,571
-6% -$129K 0.01% 862
2022
Q3 		$1.91M Buy
131,512
+88,397
+205% +$1.42M 0.01% 788
2022
Q2 		$699K Buy
43,115
+1,107
+3% +$19.4K ﹤0.01% 1024
2022
Q1 		$821K Buy
42,008
+10,953
+35% +$207K ﹤0.01% 994
2021
Q4 		$555K Buy
31,055
+12,475
+67% +$220K ﹤0.01% 978
2021
Q3 		$296K Buy
18,580
+2,420
+15% +$39.2K ﹤0.01% 940
2021
Q2 		$248K Buy
+16,160
New +$255K ﹤0.01% 892

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 $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Mariner's UBS Position: Q1 2026 in Review

Mariner increased its UBS Group (UBS) stake by 4.8% in Q1 2026, buying an estimated $450K and bringing the position to 227,767 shares worth $8.89M. The position accounts for 0.01% of the portfolio, ranked #800.

Mariner first reported a position in UBS in Q2 2021 and has held it in 20 quarters since. The position peaked at $10.1M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Mariner held 227,767 shares of UBS Group worth $8.89M as of Q1 2026.
  • Mariner bought 10,521 UBS Group shares in Q1 2026, an estimated $450K.
  • UBS Group made up 0.01% of Mariner's portfolio in Q1 2026, its #800 holding.
  • Mariner first reported a position in UBS Group in Q2 2021 and has held it in 20 quarters since.
  • Mariner's UBS Group position peaked at $10.1M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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