PUREfi Wealth’s UBS Group UBS Stock Holding History

PUREfi Wealth’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	$327K	Buy	8,364 +1,424	+21%	+$60.9K	0.21%	126
2025 Q4	$321K	Buy	+6,940	New	+$280K	0.25%	110

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

PUREfi Wealth's UBS Position: Q1 2026 in Review

PUREfi Wealth increased its UBS Group (UBS) stake by 21% in Q1 2026, buying an estimated $60.9K and bringing the position to 8,364 shares worth $327K. The position accounts for 0.21% of the portfolio, ranked #126.

PUREfi Wealth first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

PUREfi Wealth held 8,364 shares of UBS Group worth $327K as of Q1 2026.
PUREfi Wealth bought 1,424 UBS Group shares in Q1 2026, an estimated $60.9K.
UBS Group made up 0.21% of PUREfi Wealth's portfolio in Q1 2026, its #126 holding.
PUREfi Wealth first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.