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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
2024
Q2 		– Hold
0
– -$119K – 917
2024
Q1 		– Sell
-32,700
Closed -$966K – 827
2023
Q4 		$250K Buy
+32,700
New +$860K 0.01% 721

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

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.