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Ossiam’s UBS Group UBS Stock Holding History

Ossiam’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 		$461K Sell
12,060
-59,461
-83% -$2.54M 0.01% 293
2025
Q4 		$3.34M Buy
71,521
+1,616
+2% +$65.3K 0.07% 129
2025
Q3 		$2.86M Sell
69,905
-14,835
-18% -$576K 0.04% 274
2025
Q2 		$2.86M Buy
84,740
+2,171
+3% +$67.2K 0.03% 225
2025
Q1 		$2.51M Buy
82,569
+10,304
+14% +$344K 0.04% 202
2024
Q4 		$2.21M Sell
72,265
-9,780
-12% -$310K 0.04% 228
2024
Q3 		$2.53M Buy
82,045
+40,177
+96% +$1.21M 0.05% 178
2024
Q2 		$1.23M Sell
41,868
-5,396
-11% -$160K 0.02% 319
2024
Q1 		$1.46M Sell
47,264
-121,750
-72% -$3.6M 0.03% 306
2023
Q4 		$5.24M Sell
169,014
-19,405
-10% -$510K 0.08% 113
2023
Q3 		$4.67M Sell
188,419
-17,776
-9% -$415K 0.08% 120
2023
Q2 		$4.17M Buy
206,195
+53,617
+35% +$1.08M 0.07% 145
2023
Q1 		$3.22M Buy
152,578
+17,237
+13% +$360K 0.07% 156
2022
Q4 		$2.52M Buy
135,341
+4,602
+4% +$78.3K 0.07% 175
2022
Q3 		$1.92M Sell
130,739
-31,630
-19% -$506K 0.06% 193
2022
Q2 		$2.61M Buy
162,369
+73,351
+82% +$1.29M 0.08% 152
2022
Q1 		$1.75M Buy
89,018
+60,788
+215% +$1.15M 0.05% 183
2021
Q4 		$509K Buy
+28,230
New +$497K 0.01% 318
2021
Q3 		– Sell
-1,280,993
Closed -$21.1M – 454
2021
Q2 		$21.1M Buy
+1,280,993
New +$20.2M 0.57% 39
2021
Q1 		– Sell
-583,014
Closed -$8.22M – 470
2020
Q4 		$8.22M Buy
+583,014
New +$7.72M 0.29% 78
2020
Q2 		– Sell
-980,000
Closed -$9.16M – 487
2020
Q1 		$9.16M Sell
980,000
-1,020,000
-51% -$11.8M 0.62% 41
2019
Q4 		$25.2M Sell
2,000,000
-799,990
-29% -$9.51M 1.93% 12
2019
Q3 		$31.8M Buy
+2,799,990
New +$31.5M 2.22% 13
2019
Q2 		– Sell
-1,905,547
Closed -$23.1M – 500
2019
Q1 		$23.1M Buy
+1,905,547
New +$24.1M 1.91% 14

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

Ossiam's UBS Position: Q1 2026 in Review

Ossiam reduced its UBS Group (UBS) stake by 83% in Q1 2026, selling an estimated $2.54M and leaving 12,060 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #293.

Ossiam first reported a position in UBS in Q1 2019 and has held it in 24 quarters since. The position peaked at $31.8M in Q3 2019. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Ossiam held 12,060 shares of UBS Group worth $461K as of Q1 2026.
  • Ossiam sold 59,461 UBS Group shares in Q1 2026, an estimated $2.54M.
  • UBS Group made up 0.01% of Ossiam's portfolio in Q1 2026, its #293 holding.
  • Ossiam first reported a position in UBS Group in Q1 2019 and has held it in 24 quarters since.
  • Ossiam's UBS Group position peaked at $31.8M in Q3 2019.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.