Principal Street Partners’s UBS Group UBS Stock Holding History

Principal Street Partners’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	$301K	Hold	7,694	–	–	0.05%	170
2025 Q4	$356K	Sell	7,694 -213	-3%	-$8.61K	0.06%	155
2025 Q3	$324K	Sell	7,907 -15,388	-66%	-$598K	0.05%	182
2025 Q2	$788K	Buy	23,295 +15,487	+198%	+$479K	0.08%	146
2025 Q1	$239K	Hold	7,808	–	–	0.04%	201
2024 Q4	$237K	Sell	7,808 -6,241	-44%	-$198K	0.05%	199
2024 Q3	$415K	Buy	14,049 +6,918	+97%	+$208K	0.07%	156
2024 Q2	$211K	Hold	7,131	–	–	0.04%	227
2024 Q1	$212K	Buy	+7,131	New	+$211K	0.04%	232

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

Principal Street Partners's UBS Position: Q1 2026 in Review

Principal Street Partners held its UBS Group (UBS) position steady in Q1 2026 at 7,694 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #170.

Principal Street Partners first reported a position in UBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $788K in Q2 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Principal Street Partners held 7,694 shares of UBS Group worth $301K as of Q1 2026.
Principal Street Partners left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 0.05% of Principal Street Partners's portfolio in Q1 2026, its #170 holding.
Principal Street Partners first reported a position in UBS Group in Q1 2024 and has held it in 9 quarters since.
Principal Street Partners's UBS Group position peaked at $788K in Q2 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.