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Metis Global Partners’s UBS Group UBS Stock Holding History

Metis Global Partners’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 		$3.31M Sell
86,461
-11,423
-12% -$489K 0.08% 207
2025
Q4 		$4.57M Sell
97,884
-11,681
-11% -$472K 0.11% 157
2025
Q3 		$4.47M Buy
109,565
+3,252
+3% +$126K 0.11% 168
2025
Q2 		$3.6M Buy
106,313
+7,833
+8% +$242K 0.09% 184
2025
Q1 		$2.99M Sell
98,480
-5,971
-6% -$199K 0.08% 215
2024
Q4 		$3.19M Buy
104,451
+5,390
+5% +$171K 0.1% 178
2024
Q3 		$3.05M Sell
99,061
-5,053
-5% -$152K 0.1% 182
2024
Q2 		$3.07M Buy
104,114
+2,278
+2% +$67.7K 0.11% 157
2024
Q1 		$3.13M Sell
101,836
-20,619
-17% -$609K 0.11% 155
2023
Q4 		$3.8M Buy
122,455
+12,667
+12% +$333K 0.15% 121
2023
Q3 		$2.72M Sell
109,788
-14,502
-12% -$339K 0.13% 149
2023
Q2 		$2.51M Sell
124,290
-6,858
-5% -$138K 0.14% 146
2023
Q1 		$2.77M Sell
131,148
-20,197
-13% -$421K 0.18% 117
2022
Q4 		$2.82M Buy
151,345
+9,357
+7% +$159K 0.25% 95
2022
Q3 		$2.08M Sell
141,988
-12,053
-8% -$193K 0.34% 57
2022
Q2 		$2.48M Buy
154,041
+69,380
+82% +$1.22M 0.4% 52
2022
Q1 		$1.66M Buy
84,661
+66,575
+368% +$1.26M 0.2% 101
2021
Q4 		$325K Buy
+18,086
New +$318K 0.09% 250

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

Metis Global Partners's UBS Position: Q1 2026 in Review

Metis Global Partners reduced its UBS Group (UBS) stake by 12% in Q1 2026, selling an estimated $489K and leaving 86,461 shares worth $3.31M. The position accounts for 0.08% of the portfolio, ranked #207.

Metis Global Partners first reported a position in UBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.57M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Metis Global Partners held 86,461 shares of UBS Group worth $3.31M as of Q1 2026.
  • Metis Global Partners sold 11,423 UBS Group shares in Q1 2026, an estimated $489K.
  • UBS Group made up 0.08% of Metis Global Partners's portfolio in Q1 2026, its #207 holding.
  • Metis Global Partners first reported a position in UBS Group in Q4 2021 and has held it in 18 quarters since.
  • Metis Global Partners's UBS Group position peaked at $4.57M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.