MOS
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MGO One Seven’s UBS Group UBS Stock Holding History

MGO One Seven’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 		– Sell
-5,260
Closed -$244K – 1505
2025
Q4 		$244K Buy
5,260
+35
+0.7% +$1.41K 0.01% 1212
2025
Q3 		$214K Buy
+5,225
New +$203K ﹤0.01% 1218
2024
Q3 		– Sell
-7,107
Closed -$210K – 1045
2024
Q2 		$210K Sell
7,107
-1,341
-16% -$39.9K 0.01% 897
2024
Q1 		$260K Sell
8,448
-653
-7% -$19.3K 0.01% 768
2023
Q4 		$281K Buy
9,101
+158
+2% +$4.16K 0.02% 721
2023
Q3 		$220K Buy
+8,943
New +$209K 0.02% 732
2023
Q2 		– Sell
-16,316
Closed -$348K – 904
2023
Q1 		$348K Buy
+16,316
New +$340K 0.02% 613
2022
Q2 		– Sell
-10,150
Closed -$198K – 719
2022
Q1 		$198K Sell
10,150
-2,801
-22% -$53K 0.02% 621
2021
Q4 		$232K Buy
+12,951
New +$228K 0.02% 574
2019
Q1 		– Sell
-1,909
Closed -$23K – 1562
2018
Q4 		$23K Buy
+1,909
New +$25.9K 0.01% 876
2018
Q1 		$60K Sell
3,413
-423
-11% -$8.04K 0.03% 565
2017
Q4 		$71K Buy
+3,836
New +$66.7K 0.03% 518

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

MGO One Seven's UBS Position: Q1 2026 in Review

MGO One Seven sold out of UBS Group (UBS) in Q1 2026, closing a stake of 5,260 shares — an estimated $244K sold.

MGO One Seven first reported a position in UBS in Q4 2017 and held it in 12 quarters. The position peaked at $348K in Q1 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • MGO One Seven reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • MGO One Seven sold 5,260 UBS Group shares in Q1 2026, an estimated $244K.
  • MGO One Seven first reported a position in UBS Group in Q4 2017 and held it in 12 quarters.
  • MGO One Seven's UBS Group position peaked at $348K in Q1 2023.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.