My Portfolio Guide’s UBS Group UBS Stock Holding History

My Portfolio Guide’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	$464K	Buy	+11,877	New	+$508K	0.26%	32

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

My Portfolio Guide's UBS Position: Q1 2026 in Review

My Portfolio Guide opened a new position in UBS Group (UBS) in Q1 2026: 11,877 shares worth $464K. The stake represents 0.26% of the portfolio and ranks #32 among its holdings.

685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

My Portfolio Guide held 11,877 shares of UBS Group worth $464K as of Q1 2026.
UBS Group was a new My Portfolio Guide position in Q1 2026.
UBS Group made up 0.26% of My Portfolio Guide's portfolio in Q1 2026, its #32 holding.
685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on My Portfolio Guide's 13F filing for Q1 2026, filed 6 May 2026.