Plato Investment Management’s UBS Group UBS Stock Holding History

Plato Investment 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	$4.16M	Sell	108,726 -12,194	-10%	-$522K	0.28%	83
2025 Q4	$5.67M	Hold	120,920	–	–	0.37%	60
2025 Q3	$4.91M	Buy	120,920 +36,462	+43%	+$1.42M	0.33%	65
2025 Q2	$2.84M	Buy	84,458 +1,275	+2%	+$39.5K	0.21%	108
2025 Q1	$2.55M	Sell	83,183 -24,307	-23%	-$811K	0.22%	113
2024 Q4	$3.3M	Buy	107,490 +4,220	+4%	+$134K	0.24%	92
2024 Q3	$3.19M	Buy	+103,270	New	+$3.1M	0.26%	94

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

Plato Investment Management's UBS Position: Q1 2026 in Review

Plato Investment Management reduced its UBS Group (UBS) stake by 10% in Q1 2026, selling an estimated $522K and leaving 108,726 shares worth $4.16M. The position accounts for 0.28% of the portfolio, ranked #83.

Plato Investment Management first reported a position in UBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.67M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Plato Investment Management held 108,726 shares of UBS Group worth $4.16M as of Q1 2026.
Plato Investment Management sold 12,194 UBS Group shares in Q1 2026, an estimated $522K.
UBS Group made up 0.28% of Plato Investment Management's portfolio in Q1 2026, its #83 holding.
Plato Investment Management first reported a position in UBS Group in Q3 2024 and has held it in 7 quarters since.
Plato Investment Management's UBS Group position peaked at $5.67M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.