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NewEdge Advisors’s UBS Group UBS Stock Holding History

NewEdge Advisors’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 		$1.86M Sell
47,677
-16,243
-25% -$695K 0.01% 1150
2025
Q4 		$2.96M Buy
63,920
+10,483
+20% +$424K 0.01% 877
2025
Q3 		$2.19M Buy
53,437
+4,783
+10% +$186K 0.01% 968
2025
Q2 		$1.65M Buy
48,654
+6,882
+16% +$213K 0.01% 1031
2025
Q1 		$1.28M Buy
41,772
+1,267
+3% +$42.3K 0.01% 1059
2024
Q4 		$1.23M Buy
40,505
+2,685
+7% +$85.1K 0.01% 1066
2024
Q3 		$1.17M Sell
37,820
-14,972
-28% -$450K 0.01% 1035
2024
Q2 		$1.56M Buy
52,792
+7,711
+17% +$229K 0.01% 865
2024
Q1 		$1.38M Buy
45,081
+19,051
+73% +$563K 0.01% 840
2023
Q4 		$771K Buy
26,030
+4,436
+21% +$117K 0.01% 1065
2023
Q3 		$532K Buy
21,594
+2,562
+13% +$59.8K 0.01% 1142
2023
Q2 		$386K Buy
19,032
+583
+3% +$11.7K ﹤0.01% 1323
2023
Q1 		$394K Buy
18,449
+7,182
+64% +$150K ﹤0.01% 1219
2022
Q4 		$197K Hold
11,267
– – 0.01% 1194
2022
Q3 		$164K Sell
11,267
-817
-7% -$13.1K ﹤0.01% 1385
2022
Q2 		$196K Sell
12,084
-652
-5% -$11.4K ﹤0.01% 1399
2022
Q1 		$249K Hold
12,736
– – ﹤0.01% 993
2021
Q4 		$228K Buy
12,736
+723
+6% +$12.7K ﹤0.01% 1465
2021
Q3 		$191K Sell
12,013
-723
-6% -$11.7K ﹤0.01% 1061
2021
Q2 		$195K Buy
12,736
+14
+0.1% +$221 0.01% 1055
2021
Q1 		$198K Buy
12,722
+817
+7% +$12.6K 0.01% 947
2020
Q4 		$168K Sell
11,905
-86
-0.7% -$1.14K 0.01% 909
2020
Q3 		$134K Hold
11,991
– – ﹤0.01% 860
2020
Q2 		$138K Buy
+11,991
New +$124K 0.01% 800
2017
Q3 		– Sell
-1,532
Closed -$26.9K – 1075
2017
Q2 		$26.9K Buy
+1,532
New +$24.9K ﹤0.01% 651

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

NewEdge Advisors's UBS Position: Q1 2026 in Review

NewEdge Advisors reduced its UBS Group (UBS) stake by 25% in Q1 2026, selling an estimated $695K and leaving 47,677 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #1150.

NewEdge Advisors first reported a position in UBS in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.96M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • NewEdge Advisors held 47,677 shares of UBS Group worth $1.86M as of Q1 2026.
  • NewEdge Advisors sold 16,243 UBS Group shares in Q1 2026, an estimated $695K.
  • UBS Group made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1150 holding.
  • NewEdge Advisors first reported a position in UBS Group in Q2 2017 and has held it in 25 quarters since.
  • NewEdge Advisors's UBS Group position peaked at $2.96M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.