Pinnacle Associates’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $956K | Sell |
24,478
-6,154
| -20% | -$263K | 0.01% | 528 |
|
|
2025
Q4 | $1.42M | Buy |
30,632
+4,077
| +15% | +$165K | 0.02% | 457 |
|
|
2025
Q3 | $1.09M | Hold |
26,555
| – | – | 0.01% | 496 |
|
|
2025
Q2 | $898K | Buy |
26,555
+5,122
| +24% | +$158K | 0.01% | 525 |
|
|
2025
Q1 | $656K | Buy |
21,433
+11,710
| +120% | +$391K | 0.01% | 561 |
|
|
2024
Q4 | $295K | Sell |
9,723
-3,400
| -26% | -$108K | ﹤0.01% | 723 |
|
|
2024
Q3 | $406K | Buy |
13,123
+3,400
| +35% | +$102K | 0.01% | 614 |
|
|
2024
Q2 | $287K | Sell |
9,723
-1,900
| -16% | -$56.5K | ﹤0.01% | 697 |
|
|
2024
Q1 | $357K | Sell |
11,623
-1,500
| -11% | -$44.3K | 0.01% | 656 |
|
|
2023
Q4 | $406K | Hold |
13,123
| – | – | 0.01% | 622 |
|
|
2023
Q3 | $323K | Hold |
13,123
| – | – | 0.01% | 654 |
|
|
2023
Q2 | $266K | Buy |
13,123
+104
| +0.8% | +$2.09K | ﹤0.01% | 708 |
|
|
2023
Q1 | $278K | Buy |
13,019
+378
| +3% | +$7.89K | 0.01% | 645 |
|
|
2022
Q4 | $236K | Hold |
12,641
| – | – | 0.01% | 674 |
|
|
2022
Q3 | $183K | Hold |
12,641
| – | – | ﹤0.01% | 699 |
|
|
2022
Q2 | $205K | Hold |
12,641
| – | – | ﹤0.01% | 703 |
|
|
2022
Q1 | $247K | Hold |
12,641
| – | – | ﹤0.01% | 712 |
|
|
2021
Q4 | $226K | Hold |
12,641
| – | – | ﹤0.01% | 738 |
|
|
2021
Q3 | $201K | Hold |
12,641
| – | – | ﹤0.01% | 735 |
|
|
2021
Q2 | $194K | Buy |
+12,641
| New | +$200K | ﹤0.01% | 738 |
|
|
2019
Q1 | – | Sell |
-13,521
| Closed | -$167K | – | 727 |
|
|
2018
Q4 | $167K | Sell |
13,521
-2,373
| -15% | -$32.2K | ﹤0.01% | 659 |
|
|
2018
Q3 | $250K | Buy |
15,894
+190
| +1% | +$2.99K | 0.01% | 636 |
|
|
2018
Q2 | $241K | Buy |
15,704
+309
| +2% | +$5.03K | 0.01% | 632 |
|
|
2018
Q1 | $272K | Sell |
15,395
-512
| -3% | -$9.73K | 0.01% | 592 |
|
|
2017
Q4 | $293K | Sell |
15,907
-283
| -2% | -$4.92K | 0.01% | 575 |
|
|
2017
Q3 | $278K | Buy |
16,190
+100
| +0.6% | +$1.71K | 0.01% | 581 |
|
|
2017
Q2 | $273K | Buy |
16,090
+192
| +1% | +$3.12K | 0.01% | 587 |
|
|
2017
Q1 | $254K | Sell |
15,898
-337
| -2% | -$5.42K | ﹤0.01% | 587 |
|
|
2016
Q4 | $254K | Sell |
16,235
-796
| -5% | -$12K | 0.01% | 570 |
|
|
2016
Q3 | $232K | Sell |
17,031
-9,981
| -37% | -$136K | ﹤0.01% | 578 |
|
|
2016
Q2 | $350K | Sell |
27,012
-8,155
| -23% | -$125K | 0.01% | 519 |
|
|
2016
Q1 | $563K | Sell |
35,167
-2,194
| -6% | -$35.6K | 0.01% | 440 |
|
|
2015
Q4 | $724K | Sell |
37,361
-4,502
| -11% | -$87.9K | 0.02% | 410 |
|
|
2015
Q3 | $772K | Buy |
+41,863
| New | +$887K | 0.02% | 397 |
|
Other funds holding UBS
VCM
CCI
Pinnacle Associates's UBS Position: Q1 2026 in Review
Pinnacle Associates reduced its UBS Group (UBS) stake by 20% in Q1 2026, selling an estimated $263K and leaving 24,478 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #528.
Pinnacle Associates first reported a position in UBS in Q3 2015 and has held it in 34 quarters since. The position peaked at $1.42M in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.
- Pinnacle Associates held 24,478 shares of UBS Group worth $956K as of Q1 2026.
- Pinnacle Associates sold 6,154 UBS Group shares in Q1 2026, an estimated $263K.
- UBS Group made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #528 holding.
- Pinnacle Associates first reported a position in UBS Group in Q3 2015 and has held it in 34 quarters since.
- Pinnacle Associates's UBS Group position peaked at $1.42M in Q4 2025.
- 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.