McIlrath & Eck’s UBS Group UBS Stock Holding History

McIlrath & Eck’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	$38.7K	Hold	991	–	–	﹤0.01%	618
2025 Q4	$45.9K	Hold	991	–	–	﹤0.01%	360
2025 Q3	$40.6K	Hold	991	–	–	﹤0.01%	372
2025 Q2	$33.5K	Hold	991	–	–	﹤0.01%	392
2025 Q1	$30.4K	Hold	991	–	–	﹤0.01%	401
2024 Q4	$30K	Hold	991	–	–	﹤0.01%	408
2024 Q3	$30.6K	Hold	991	–	–	﹤0.01%	398
2024 Q2	$29.3K	Buy	991 +120	+14%	+$3.57K	﹤0.01%	364
2024 Q1	$26.8K	Buy	+871	New	+$25.7K	﹤0.01%	392
2020 Q1	–	Sell	-1,422	Closed	-$18K	–	710
2019 Q4	$18K	Hold	1,422	–	–	0.01%	262
2019 Q3	$16K	Hold	1,422	–	–	0.01%	259
2019 Q2	$17K	Hold	1,422	–	–	0.01%	229
2019 Q1	$17K	Buy	1,422 +772	+119%	+$9.78K	0.01%	229
2018 Q4	$8K	Hold	650	–	–	0.01%	307
2018 Q3	$10K	Hold	650	–	–	0.01%	292
2018 Q2	$10K	Buy	+650	New	+$10.6K	0.01%	282

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

McIlrath & Eck's UBS Position: Q1 2026 in Review

McIlrath & Eck held its UBS Group (UBS) position steady in Q1 2026 at 991 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

McIlrath & Eck first reported a position in UBS in Q2 2018 and has held it in 16 quarters since. The position peaked at $45.9K in Q4 2025. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

McIlrath & Eck held 991 shares of UBS Group worth $38.7K as of Q1 2026.
McIlrath & Eck left its UBS Group share count unchanged in Q1 2026.
UBS Group made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #618 holding.
McIlrath & Eck first reported a position in UBS Group in Q2 2018 and has held it in 16 quarters since.
McIlrath & Eck's UBS Group position peaked at $45.9K in Q4 2025.
685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.