Paradigm Asset Management’s UBS Group UBS Stock Holding History

Paradigm Asset 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	$8.75K	Hold	224	–	–	﹤0.01%	421
2025 Q4	$10.4K	Hold	224	–	–	﹤0.01%	492
2025 Q3	$9.18K	Hold	224	–	–	﹤0.01%	480
2025 Q2	$7.58K	Hold	224	–	–	﹤0.01%	485
2025 Q1	$6.86K	Hold	224	–	–	﹤0.01%	504
2024 Q4	$6.79K	Hold	224	–	–	﹤0.01%	499
2024 Q3	$6.92K	Hold	224	–	–	﹤0.01%	485
2024 Q2	$6.62K	Hold	224	–	–	﹤0.01%	489
2024 Q1	$6.88K	Hold	224	–	–	﹤0.01%	511
2023 Q4	$6.92K	Sell	224 -172	-43%	-$4.52K	﹤0.01%	512
2023 Q3	$9.76K	Buy	396 +26	+7%	+$607	﹤0.01%	555
2023 Q2	$7.5K	Buy	+370	New	+$7.44K	﹤0.01%	504

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Paradigm Asset Management's UBS Position: Q1 2026 in Review

Paradigm Asset Management held its UBS Group (UBS) position steady in Q1 2026 at 224 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Paradigm Asset Management first reported a position in UBS in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.4K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Paradigm Asset Management held 224 shares of UBS Group worth $8.75K as of Q1 2026.
Paradigm Asset Management left its UBS Group share count unchanged in Q1 2026.
UBS Group made up ﹤0.01% of Paradigm Asset Management's portfolio in Q1 2026, its #421 holding.
Paradigm Asset Management first reported a position in UBS Group in Q2 2023 and has held it in 12 quarters since.
Paradigm Asset Management's UBS Group position peaked at $10.4K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Paradigm Asset Management's 13F filing for Q1 2026, filed 12 May 2026.