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Quantbot Technologies’s UBS Group UBS Stock Holding History

Quantbot Technologies’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 		$5M Buy
127,877
+84,048
+192% +$3.6M 0.2% 123
2025
Q4 		$2.03M Buy
+43,829
New +$1.77M 0.07% 447
2025
Q1 		– Sell
-25,478
Closed -$772K – 1885
2024
Q4 		$772K Sell
25,478
-126,673
-83% -$4.02M 0.03% 720
2024
Q3 		$4.7M Buy
152,151
+82,062
+117% +$2.47M 0.19% 146
2024
Q2 		$2.07M Sell
70,089
-70,487
-50% -$2.1M 0.1% 314
2024
Q1 		$4.32M Buy
+140,576
New +$4.15M 0.24% 95
2023
Q4 		– Sell
-104,942
Closed -$2.59M – 2013
2023
Q3 		$2.59M Buy
+104,942
New +$2.45M 0.17% 160
2022
Q3 		– Sell
-12,814
Closed -$207K – 2114
2022
Q2 		$207K Buy
+12,814
New +$225K 0.02% 909
2021
Q3 		– Sell
-145,581
Closed -$2.23M – 1918
2021
Q2 		$2.23M Buy
145,581
+48,963
+51% +$773K 0.18% 169
2021
Q1 		$1.5M Sell
96,618
-26,703
-22% -$411K 0.14% 201
2020
Q4 		$1.74M Buy
+123,321
New +$1.63M 0.18% 165
2020
Q2 		– Sell
-976
Closed -$9K – 1457
2020
Q1 		$9K Buy
+976
New +$11.2K 0.01% 702
2017
Q4 		– Sell
-59,848
Closed -$1.03M – 1496
2017
Q3 		$1.03M Buy
59,848
+18,726
+46% +$320K 0.1% 286
2017
Q2 		$698K Buy
41,122
+17,326
+73% +$282K 0.07% 357
2017
Q1 		$379K Buy
+23,796
New +$383K 0.04% 487
2016
Q3 		– Sell
-51,973
Closed -$673K – 1333
2016
Q2 		$673K Buy
51,973
+12,789
+33% +$195K 0.07% 305
2016
Q1 		$627K Buy
+39,184
New +$636K 0.1% 260
2015
Q3 		– Sell
-10,632
Closed -$225K – 1429
2015
Q2 		$225K Buy
+10,632
New +$222K 0.04% 412

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Quantbot Technologies's UBS Position: Q1 2026 in Review

Quantbot Technologies increased its UBS Group (UBS) stake by 192% in Q1 2026, buying an estimated $3.6M and bringing the position to 127,877 shares worth $5M. The position accounts for 0.2% of the portfolio, ranked #123.

Quantbot Technologies first reported a position in UBS in Q2 2015 and has held it in 18 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Quantbot Technologies held 127,877 shares of UBS Group worth $5M as of Q1 2026.
  • Quantbot Technologies bought 84,048 UBS Group shares in Q1 2026, an estimated $3.6M.
  • UBS Group made up 0.2% of Quantbot Technologies's portfolio in Q1 2026, its #123 holding.
  • Quantbot Technologies first reported a position in UBS Group in Q2 2015 and has held it in 18 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.