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NewEdge Wealth’s UBS Group UBS Stock Holding History

NewEdge Wealth’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 		$274K Sell
7,023
-7,332
-51% -$314K ﹤0.01% 990
2025
Q4 		$665K Buy
14,355
+7,504
+110% +$303K 0.01% 748
2025
Q3 		$263K Buy
+6,851
New +$266K ﹤0.01% 913

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 Wealth's UBS Position: Q1 2026 in Review

NewEdge Wealth reduced its UBS Group (UBS) stake by 51% in Q1 2026, selling an estimated $314K and leaving 7,023 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

NewEdge Wealth first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $665K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • NewEdge Wealth held 7,023 shares of UBS Group worth $274K as of Q1 2026.
  • NewEdge Wealth sold 7,332 UBS Group shares in Q1 2026, an estimated $314K.
  • UBS Group made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #990 holding.
  • NewEdge Wealth first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's UBS Group position peaked at $665K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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