Raymond James Financial’s UBS Group UBS Stock Holding History

Raymond James Financial’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	$26.8M	Sell	686,017 -5,367	-0.8%	-$230K	0.01%	1271
2025 Q4	$32M	Buy	691,384 +94,586	+16%	+$3.82M	0.01%	1116
2025 Q3	$24.5M	Buy	596,798 +75,744	+15%	+$2.94M	0.01%	1276
2025 Q2	$17.6M	Sell	521,054 -272,431	-34%	-$8.43M	0.01%	1466
2025 Q1	$24.3M	Sell	793,485 -243,752	-24%	-$8.13M	0.01%	1162
2024 Q4	$31.4M	Buy	+1,037,237	New	+$32.9M	0.01%	1004

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

Raymond James Financial's UBS Position: Q1 2026 in Review

Raymond James Financial reduced its UBS Group (UBS) stake by 0.78% in Q1 2026, selling an estimated $230K and leaving 686,017 shares worth $26.8M. The position accounts for 0.01% of the portfolio, ranked #1271.

Raymond James Financial first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $32M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Raymond James Financial held 686,017 shares of UBS Group worth $26.8M as of Q1 2026.
Raymond James Financial sold 5,367 UBS Group shares in Q1 2026, an estimated $230K.
UBS Group made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1271 holding.
Raymond James Financial first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's UBS Group position peaked at $32M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.