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Occudo Quantitative Strategies’s UBS Group UBS Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-82,661
Closed -$3.83M – 934
2025
Q4 		$3.83M Buy
82,661
+23,343
+39% +$943K 0.26% 121
2025
Q3 		$2.43M Buy
+59,318
New +$2.3M 0.3% 87
2025
Q1 		– Sell
-19,120
Closed -$580K – 923
2024
Q4 		$580K Sell
19,120
-14,346
-43% -$455K 0.1% 278
2024
Q3 		$1.03M Buy
+33,466
New +$1.01M 0.19% 146
2023
Q2 		– Sell
-81,622
Closed -$1.74M – 1297
2023
Q1 		$1.74M Buy
+81,622
New +$1.7M 0.16% 182

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

Occudo Quantitative Strategies's UBS Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of UBS Group (UBS) in Q1 2026, closing a stake of 82,661 shares — an estimated $3.83M sold.

Occudo Quantitative Strategies first reported a position in UBS in Q1 2023 and held it in 5 quarters. The position peaked at $3.83M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 82,661 UBS Group shares in Q1 2026, an estimated $3.83M.
  • Occudo Quantitative Strategies first reported a position in UBS Group in Q1 2023 and held it in 5 quarters.
  • Occudo Quantitative Strategies's UBS Group position peaked at $3.83M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.