Montag & Associates’s UBS Group UBS Stock Holding History

Montag & Associates’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	$9.26K	Sell	237 -64	-21%	-$2.74K	﹤0.01%	758
2025 Q4	$13.9K	Sell	301 -41	-12%	-$1.66K	﹤0.01%	734
2025 Q3	$14K	Sell	342 -66	-16%	-$2.56K	﹤0.01%	720
2025 Q2	$13.8K	Buy	408 +42	+11%	+$1.3K	﹤0.01%	711
2025 Q1	$11.2K	Sell	366 -48	-12%	-$1.6K	﹤0.01%	777
2024 Q4	$12.6K	Hold	414	–	–	﹤0.01%	759
2024 Q3	$12.8K	Hold	414	–	–	﹤0.01%	777
2024 Q2	$12.2K	Hold	414	–	–	﹤0.01%	756
2024 Q1	$12.7K	Hold	414	–	–	﹤0.01%	743
2023 Q4	$12.8K	Hold	414	–	–	﹤0.01%	740
2023 Q3	$10.2K	Sell	414 -109	-21%	-$2.55K	﹤0.01%	740
2023 Q2	$10.6K	Buy	523 +60	+13%	+$1.21K	﹤0.01%	746
2023 Q1	$9.88K	Sell	463 -114	-20%	-$2.38K	﹤0.01%	743
2022 Q4	$10.8K	Buy	+577	New	+$9.81K	﹤0.01%	727

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

Montag & Associates's UBS Position: Q1 2026 in Review

Montag & Associates reduced its UBS Group (UBS) stake by 21% in Q1 2026, selling an estimated $2.74K and leaving 237 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Montag & Associates first reported a position in UBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $14K in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Montag & Associates held 237 shares of UBS Group worth $9.26K as of Q1 2026.
Montag & Associates sold 64 UBS Group shares in Q1 2026, an estimated $2.74K.
UBS Group made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #758 holding.
Montag & Associates first reported a position in UBS Group in Q4 2022 and has held it in 14 quarters since.
Montag & Associates's UBS Group position peaked at $14K in Q3 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.