&Partners’s UBS Group UBS Stock Holding History

&Partners’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	$1,000K	Buy	25,592 +873	+4%	+$37.4K	﹤0.01%	1301
2025 Q4	$1.14M	Sell	24,719 -2,914	-11%	-$118K	0.01%	1141
2025 Q3	$1.13M	Sell	27,633 -6,708	-20%	-$261K	0.01%	1026
2025 Q2	$1.14M	Buy	34,341 +7,196	+27%	+$223K	0.01%	921
2025 Q1	$857K	Buy	27,145 +517	+2%	+$17.2K	0.01%	889
2024 Q4	$833K	Buy	26,628 +5,680	+27%	+$180K	0.01%	852
2024 Q3	$644K	Buy	20,948 +7,557	+56%	+$227K	0.01%	751
2024 Q2	$396K	Buy	13,391 +2,906	+28%	+$86.4K	0.02%	621
2024 Q1	$322K	Buy	10,485 +1,032	+11%	+$30.5K	0.04%	348
2023 Q4	$288K	Buy	+9,453	New	+$249K	0.07%	216

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

&Partners's UBS Position: Q1 2026 in Review

&Partners increased its UBS Group (UBS) stake by 3.5% in Q1 2026, buying an estimated $37.4K and bringing the position to 25,592 shares worth $1,000K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

&Partners first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.14M in Q2 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

&Partners held 25,592 shares of UBS Group worth $1,000K as of Q1 2026.
&Partners bought 873 UBS Group shares in Q1 2026, an estimated $37.4K.
UBS Group made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1301 holding.
&Partners first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
&Partners's UBS Group position peaked at $1.14M in Q2 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.