Mirabella Financial Services’s UBS Group UBS Stock Holding History

Mirabella Financial Services’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	-37,169	Closed	-$1.72M	–	1183
2025 Q4	$1.72M	Sell	37,169 -67,559	-65%	-$2.73M	0.16%	76
2025 Q3	$4.29M	Sell	104,728 -4,702	-4%	-$183K	0.37%	57
2025 Q2	$3.7M	Buy	+109,430	New	+$3.39M	0.38%	50
2022 Q4	–	Sell	-12,844	Closed	-$30K	–	527
2022 Q3	$30K	Buy	+12,844	New	+$206K	﹤0.01%	312
2022 Q2	–	Sell	-255,289	Closed	-$4.99M	–	716
2022 Q1	$4.99M	Buy	+255,289	New	+$4.83M	0.55%	29

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

Mirabella Financial Services's UBS Position: Q1 2026 in Review

Mirabella Financial Services sold out of UBS Group (UBS) in Q1 2026, closing a stake of 37,169 shares — an estimated $1.72M sold.

Mirabella Financial Services first reported a position in UBS in Q1 2022 and held it in 5 quarters. The position peaked at $4.99M in Q1 2022. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Mirabella Financial Services reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 37,169 UBS Group shares in Q1 2026, an estimated $1.72M.
Mirabella Financial Services first reported a position in UBS Group in Q1 2022 and held it in 5 quarters.
Mirabella Financial Services's UBS Group position peaked at $4.99M in Q1 2022.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.