Massachusetts Wealth Management’s UBS Group UBS Stock Holding History

Massachusetts Wealth 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	$824K	Hold	21,080	–	–	0.36%	73
2025 Q4	$976K	Hold	21,080	–	–	0.45%	72
2025 Q3	$864K	Hold	21,080	–	–	0.43%	75
2025 Q2	$713K	Hold	21,080	–	–	0.4%	74
2025 Q1	$646K	Hold	21,080	–	–	0.44%	66
2024 Q4	$639K	Sell	21,080 -2,000	-9%	-$63.4K	0.39%	73
2024 Q3	$713K	Sell	23,080 -27,483	-54%	-$826K	0.45%	69
2024 Q2	$1.49M	Sell	50,563 -1,000	-2%	-$29.7K	1%	42
2024 Q1	$1.58M	Sell	51,563 -1,766	-3%	-$52.2K	1.12%	38
2023 Q4	$1.65M	Sell	53,329 -2,088	-4%	-$54.9K	1.33%	28
2023 Q3	$1.37M	Sell	55,417 -722	-1%	-$16.9K	1.25%	31
2023 Q2	$1.14M	Buy	56,139 +789	+1%	+$15.9K	1.09%	41
2023 Q1	$1.18M	Sell	55,350 -2,600	-4%	-$54.2K	1.22%	35
2022 Q4	$1.24M	Buy	+57,950	New	+$986K	1.2%	36

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

Massachusetts Wealth Management's UBS Position: Q1 2026 in Review

Massachusetts Wealth Management held its UBS Group (UBS) position steady in Q1 2026 at 21,080 shares worth $824K. The position accounts for 0.36% of the portfolio, ranked #73.

Massachusetts Wealth Management first reported a position in UBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.65M in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Massachusetts Wealth Management held 21,080 shares of UBS Group worth $824K as of Q1 2026.
Massachusetts Wealth Management left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 0.36% of Massachusetts Wealth Management's portfolio in Q1 2026, its #73 holding.
Massachusetts Wealth Management first reported a position in UBS Group in Q4 2022 and has held it in 14 quarters since.
Massachusetts Wealth Management's UBS Group position peaked at $1.65M in Q4 2023.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.