Quantinno Capital Management’s UBS Group UBS Stock Holding History

Quantinno Capital 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	$24.2M	Buy	618,683 +144,200	+30%	+$6.17M	0.04%	539
2025 Q4	$22M	Buy	474,483 +85,384	+22%	+$3.45M	0.04%	486
2025 Q3	$16M	Buy	389,099 +89,146	+30%	+$3.46M	0.04%	476
2025 Q2	$10.1M	Buy	299,953 +14,057	+5%	+$435K	0.04%	518
2025 Q1	$8.76M	Buy	285,896 +34,225	+14%	+$1.14M	0.06%	423
2024 Q4	$7.63M	Buy	251,671 +86,368	+52%	+$2.74M	0.08%	294
2024 Q3	$5.11M	Buy	165,303 +24,562	+17%	+$738K	0.07%	348
2024 Q2	$4.16M	Buy	140,741 +6,213	+5%	+$185K	0.07%	303
2024 Q1	$4.13M	Buy	134,528 +37,250	+38%	+$1.1M	0.09%	248
2023 Q4	$3.01M	Buy	97,278 +12,181	+14%	+$320K	0.11%	240
2023 Q3	$2.1M	Buy	85,097 +37,722	+80%	+$881K	0.1%	276
2023 Q2	$960K	Buy	47,375 +727	+2%	+$14.6K	0.05%	443
2023 Q1	$995K	Buy	46,648 +11,711	+34%	+$244K	0.07%	383
2022 Q4	$652K	Buy	+34,937	New	+$594K	0.05%	458

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

Quantinno Capital Management's UBS Position: Q1 2026 in Review

Quantinno Capital Management increased its UBS Group (UBS) stake by 30% in Q1 2026, buying an estimated $6.17M and bringing the position to 618,683 shares worth $24.2M. The position accounts for 0.04% of the portfolio, ranked #539.

Quantinno Capital Management first reported a position in UBS in Q4 2022 and has held it in 14 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Quantinno Capital Management held 618,683 shares of UBS Group worth $24.2M as of Q1 2026.
Quantinno Capital Management bought 144,200 UBS Group shares in Q1 2026, an estimated $6.17M.
UBS Group made up 0.04% of Quantinno Capital Management's portfolio in Q1 2026, its #539 holding.
Quantinno Capital Management first reported a position in UBS Group in Q4 2022 and has held it in 14 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.