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North Star Investment Management’s UBS Group UBS Stock Holding History

North Star Investment Management’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 		$5.51K Buy
141
+32
+29% +$1.37K ﹤0.01% 1164
2025
Q4 		$5.05K Buy
109
+96
+738% +$3.88K ﹤0.01% 1098
2025
Q3 		$533 Buy
+13
New +$505 ﹤0.01% 1226
2019
Q4 		– Sell
-260
Closed -$3K – 1096
2019
Q3 		$3K Buy
+260
New +$2.93K ﹤0.01% 990

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

North Star Investment Management's UBS Position: Q1 2026 in Review

North Star Investment Management increased its UBS Group (UBS) stake by 29% in Q1 2026, buying an estimated $1.37K and bringing the position to 141 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

North Star Investment Management first reported a position in UBS in Q3 2019 and has held it in 4 quarters since. 680 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • North Star Investment Management held 141 shares of UBS Group worth $5.51K as of Q1 2026.
  • North Star Investment Management bought 32 UBS Group shares in Q1 2026, an estimated $1.37K.
  • UBS Group made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1164 holding.
  • North Star Investment Management first reported a position in UBS Group in Q3 2019 and has held it in 4 quarters since.
  • 680 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.