Personal CFO Solutions’s UBS Group UBS Stock Holding History

Personal CFO Solutions’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	$751K	Buy	19,222 +174	+0.9%	+$7.45K	0.11%	170
2025 Q4	$882K	Sell	19,048 -305	-2%	-$12.3K	0.14%	141
2025 Q3	$793K	Buy	19,353 +156	+0.8%	+$6.06K	0.14%	147
2025 Q2	$649K	Sell	19,197 -8,307	-30%	-$257K	0.12%	181
2025 Q1	$842K	Sell	27,504 -765	-3%	-$25.5K	0.17%	130
2024 Q4	$857K	Sell	28,269 -309	-1%	-$9.79K	0.17%	118
2024 Q3	$883K	Sell	28,578 -1,116	-4%	-$33.5K	0.12%	167
2024 Q2	$877K	Buy	29,694 +170	+0.6%	+$5.05K	0.13%	142
2024 Q1	$907K	Buy	+29,524	New	+$872K	0.14%	141

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

Personal CFO Solutions's UBS Position: Q1 2026 in Review

Personal CFO Solutions increased its UBS Group (UBS) stake by 0.91% in Q1 2026, buying an estimated $7.45K and bringing the position to 19,222 shares worth $751K. The position accounts for 0.11% of the portfolio, ranked #170.

Personal CFO Solutions first reported a position in UBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $907K in Q1 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Personal CFO Solutions held 19,222 shares of UBS Group worth $751K as of Q1 2026.
Personal CFO Solutions bought 174 UBS Group shares in Q1 2026, an estimated $7.45K.
UBS Group made up 0.11% of Personal CFO Solutions's portfolio in Q1 2026, its #170 holding.
Personal CFO Solutions first reported a position in UBS Group in Q1 2024 and has held it in 9 quarters since.
Personal CFO Solutions's UBS Group position peaked at $907K in Q1 2024.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.