Parallax Volatility Advisers’s UBS Group UBS Stock Holding History

Parallax Volatility Advisers’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	$865K	Sell	20,000 -5,000	-20%	-$214K	﹤0.01%	954
2025 Q4	$1.16M	Hold	25,000	–	–	﹤0.01%	1075
2025 Q3	$1.02M	Hold	25,000	–	–	﹤0.01%	1095
2025 Q2	$846K	Sell	25,000 -56,000	-69%	-$1.73M	﹤0.01%	1096
2025 Q1	$2.48M	Sell	81,000 -169,200	-68%	-$5.64M	0.01%	811
2024 Q4	$7.59M	Sell	250,200 -129,000	-34%	-$4.09M	0.01%	664
2024 Q3	$11.7M	Sell	379,200 -60,000	-14%	-$1.8M	0.02%	490
2024 Q2	$13M	Buy	439,200 +178,300	+68%	+$5.3M	0.03%	400
2024 Q1	$8.01M	Buy	+260,900	New	+$7.71M	0.02%	576
2023 Q4	–	Sell	-3,500	Closed	-$86.3K	–	2514
2023 Q3	$86.3K	Sell	3,500 -334,000	-99%	-$7.8M	﹤0.01%	1953
2023 Q2	$6.84M	Sell	337,500 -300,900	-47%	-$6.05M	0.01%	661
2023 Q1	$13.6M	Buy	+638,400	New	+$13.3M	0.03%	478
2019 Q1	–	Sell	-100,000	Closed	-$1.24M	–	4048
2018 Q4	$1.24M	Sell	100,000 -75,000	-43%	-$1.02M	﹤0.01%	1235
2018 Q3	$2.75M	Hold	175,000	–	–	﹤0.01%	930
2018 Q2	$2.69M	Buy	+175,000	New	+$2.85M	﹤0.01%	813
2018 Q1	–	Sell	-400,000	Closed	-$7.36M	–	4217
2017 Q4	$7.36M	Buy	400,000 +100,000	+33%	+$1.74M	0.01%	494
2017 Q3	$5.14M	Buy	+300,000	New	+$5.13M	0.01%	562

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

Parallax Volatility Advisers's UBS Position: Q1 2026 in Review

Parallax Volatility Advisers opened a new position in UBS Group (UBS) in Q1 2026: 22,107 shares worth $956K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Parallax Volatility Advisers previously reported a position in UBS as recently as Q3 2025.

Parallax Volatility Advisers first reported a position in UBS in Q3 2016 and has held it in 20 quarters since. The position peaked at $2.81M in Q1 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Parallax Volatility Advisers held 22,107 shares of UBS Group worth $956K as of Q1 2026.
UBS Group was a new Parallax Volatility Advisers position in Q1 2026.
UBS Group made up ﹤0.01% of Parallax Volatility Advisers's portfolio in Q1 2026, its #930 holding.
Parallax Volatility Advisers first reported a position in UBS Group in Q3 2016 and has held it in 20 quarters since.
Parallax Volatility Advisers's UBS Group position peaked at $2.81M in Q1 2023.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Parallax Volatility Advisers's 13F filing for Q1 2026, filed 15 May 2026.