Perigon Wealth Management’s UBS Group UBS Stock Holding History

Perigon Wealth 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	$322K	Buy	8,250 +699	+9%	+$29.9K	0.01%	992
2025 Q4	$350K	Buy	7,551 +284	+4%	+$11.5K	0.01%	958
2025 Q3	$298K	Sell	7,267 -564	-7%	-$21.9K	0.01%	966
2025 Q2	$265K	Sell	7,831 -4,678	-37%	-$145K	0.01%	887
2025 Q1	$383K	Buy	12,509 +602	+5%	+$20.1K	0.01%	719
2024 Q4	$395K	Buy	11,907 +754	+7%	+$23.9K	0.01%	717
2024 Q3	$345K	Sell	11,153 -4,127	-27%	-$124K	0.01%	734
2024 Q2	$451K	Sell	15,280 -44	-0.3%	-$1.31K	0.01%	562
2024 Q1	$471K	Buy	15,324 +909	+6%	+$26.9K	0.01%	551
2023 Q4	$445K	Sell	14,415 -17,846	-55%	-$469K	0.01%	531
2023 Q3	$795K	Sell	32,261 -9,460	-23%	-$221K	0.03%	350
2023 Q2	$846K	Buy	41,721 +3,007	+8%	+$60.5K	0.03%	348
2023 Q1	$826K	Buy	+38,714	New	+$808K	0.05%	308
2021 Q1	–	Sell	-1,520	Closed	-$21K	–	1002
2020 Q4	$21K	Buy	+1,520	New	+$20.1K	﹤0.01%	1029

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

Perigon Wealth Management's UBS Position: Q1 2026 in Review

Perigon Wealth Management increased its UBS Group (UBS) stake by 9.3% in Q1 2026, buying an estimated $29.9K and bringing the position to 8,250 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #992.

Perigon Wealth Management first reported a position in UBS in Q4 2020 and has held it in 14 quarters since. The position peaked at $846K in Q2 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Perigon Wealth Management held 8,250 shares of UBS Group worth $322K as of Q1 2026.
Perigon Wealth Management bought 699 UBS Group shares in Q1 2026, an estimated $29.9K.
UBS Group made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #992 holding.
Perigon Wealth Management first reported a position in UBS Group in Q4 2020 and has held it in 14 quarters since.
Perigon Wealth Management's UBS Group position peaked at $846K in Q2 2023.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.