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PDS Planning’s UBS Group UBS Stock Holding History

PDS Planning’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 		$740K Buy
18,944
+422
+2% +$18.1K 0.05% 188
2025
Q4 		$858K Sell
18,522
-783
-4% -$31.6K 0.06% 159
2025
Q3 		$792K Buy
19,305
+650
+3% +$25.2K 0.05% 171
2025
Q2 		$631K Buy
18,655
+91
+0.5% +$2.82K 0.05% 196
2025
Q1 		$569K Buy
18,564
+1,008
+6% +$33.6K 0.05% 190
2024
Q4 		$532K Buy
17,556
+1,101
+7% +$34.9K 0.05% 174
2024
Q3 		$509K Buy
16,455
+74
+0.5% +$2.22K 0.05% 191
2024
Q2 		$484K Sell
16,381
-173
-1% -$5.14K 0.05% 177
2024
Q1 		$509K Buy
16,554
+1,250
+8% +$36.9K 0.05% 159
2023
Q4 		$473K Sell
15,304
-111
-0.7% -$2.92K 0.05% 155
2023
Q3 		$380K Buy
15,415
+264
+2% +$6.17K 0.05% 172
2023
Q2 		$307K Buy
15,151
+3,470
+30% +$69.8K 0.04% 211
2023
Q1 		$249K Buy
+11,681
New +$244K 0.03% 227
2022
Q4 		– Sell
-10,075
Closed -$146K – 233
2022
Q3 		$146K Buy
+10,075
New +$161K 0.03% 185
2021
Q4 		– Sell
-10,339
Closed -$165K – 232
2021
Q3 		$165K Buy
10,339
+255
+3% +$4.13K 0.04% 194
2021
Q2 		$155K Buy
+10,084
New +$159K 0.04% 187

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

PDS Planning's UBS Position: Q1 2026 in Review

PDS Planning increased its UBS Group (UBS) stake by 2.3% in Q1 2026, buying an estimated $18.1K and bringing the position to 18,944 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #188.

PDS Planning first reported a position in UBS in Q2 2021 and has held it in 16 quarters since. The position peaked at $858K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • PDS Planning held 18,944 shares of UBS Group worth $740K as of Q1 2026.
  • PDS Planning bought 422 UBS Group shares in Q1 2026, an estimated $18.1K.
  • UBS Group made up 0.05% of PDS Planning's portfolio in Q1 2026, its #188 holding.
  • PDS Planning first reported a position in UBS Group in Q2 2021 and has held it in 16 quarters since.
  • PDS Planning's UBS Group position peaked at $858K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.