Pinnacle Wealth Planning Services’s UBS Group UBS Stock Holding History

Pinnacle Wealth Planning Services’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	$509K	Buy	13,031 +521	+4%	+$22.3K	0.05%	207
2025 Q4	$579K	Buy	12,510 +189	+2%	+$7.64K	0.06%	186
2025 Q3	$505K	Sell	12,321 -207	-2%	-$8.04K	0.06%	213
2025 Q2	$424K	Buy	12,528 +1,560	+14%	+$48.3K	0.06%	226
2025 Q1	$336K	Buy	10,968 +1,380	+14%	+$46K	0.05%	233
2024 Q4	$291K	Sell	9,588 -2,623	-21%	-$83.1K	0.04%	257
2024 Q3	$377K	Buy	12,211 +103	+0.9%	+$3.1K	0.05%	243
2024 Q2	$358K	Buy	12,108 +5,390	+80%	+$160K	0.05%	243
2024 Q1	$206K	Sell	6,718 -4,866	-42%	-$144K	0.03%	420
2023 Q4	$358K	Sell	11,584 -115	-1%	-$3.02K	0.06%	227
2023 Q3	$288K	Buy	+11,699	New	+$273K	0.05%	265
2022 Q3	–	Sell	-12,094	Closed	-$196K	–	447
2022 Q2	$196K	Buy	+12,094	New	+$212K	0.04%	354
2021 Q1	–	Sell	-2,614	Closed	-$37K	–	1837
2020 Q4	$37K	Buy	+2,614	New	+$34.6K	0.01%	926

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

Pinnacle Wealth Planning Services's UBS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its UBS Group (UBS) stake by 4.2% in Q1 2026, buying an estimated $22.3K and bringing the position to 13,031 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #207.

Pinnacle Wealth Planning Services first reported a position in UBS in Q4 2020 and has held it in 13 quarters since. The position peaked at $579K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Pinnacle Wealth Planning Services held 13,031 shares of UBS Group worth $509K as of Q1 2026.
Pinnacle Wealth Planning Services bought 521 UBS Group shares in Q1 2026, an estimated $22.3K.
UBS Group made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #207 holding.
Pinnacle Wealth Planning Services first reported a position in UBS Group in Q4 2020 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's UBS Group position peaked at $579K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.