Rehmann Capital Advisory Group’s UBS Group UBS Stock Holding History

Rehmann Capital Advisory Group’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	$778K	Buy	19,902 +243	+1%	+$10.4K	0.04%	295
2025 Q4	$910K	Buy	19,659 +4,089	+26%	+$165K	0.05%	258
2025 Q3	$638K	Sell	15,570 -2,154	-12%	-$83.7K	0.04%	328
2025 Q2	$599K	Sell	17,724 -4,551	-20%	-$141K	0.04%	316
2025 Q1	$682K	Sell	22,275 -4,199	-16%	-$140K	0.04%	286
2024 Q4	$803K	Sell	26,474 -538	-2%	-$17.1K	0.05%	244
2024 Q3	$835K	Sell	27,012 -69	-0.3%	-$2.07K	0.05%	239
2024 Q2	$800K	Buy	27,081 +721	+3%	+$21.4K	0.06%	240
2024 Q1	$810K	Sell	26,360 -1,741	-6%	-$51.4K	0.06%	229
2023 Q4	$868K	Buy	28,101 +293	+1%	+$7.71K	0.07%	208
2023 Q3	$685K	Sell	27,808 -3,176	-10%	-$74.2K	0.06%	237
2023 Q2	$628K	Sell	30,984 -1,348	-4%	-$27.1K	0.06%	269
2023 Q1	$690K	Sell	32,332 -3,547	-10%	-$74K	0.06%	252
2022 Q4	$670K	Sell	35,879 -2,994	-8%	-$50.9K	0.07%	252
2022 Q3	$564K	Buy	38,873 +5,137	+15%	+$82.2K	0.06%	268
2022 Q2	$547K	Buy	33,736 +122	+0.4%	+$2.14K	0.06%	266
2022 Q1	$660K	Sell	33,614 -297	-0.9%	-$5.62K	0.06%	262
2021 Q4	$606K	Sell	33,911 -538	-2%	-$9.47K	0.06%	277
2021 Q3	$551K	Buy	34,449 +5,292	+18%	+$85.7K	0.05%	302
2021 Q2	$446K	Sell	29,157 -380	-1%	-$6K	0.04%	334
2021 Q1	$459K	Sell	29,537 -457	-2%	-$7.03K	0.05%	302
2020 Q4	$424K	Buy	29,994 +2,471	+9%	+$32.7K	0.05%	300
2020 Q3	$307K	Buy	27,523 +501	+2%	+$6.01K	0.04%	316
2020 Q2	$312K	Buy	27,022 +2,157	+9%	+$22.2K	0.04%	315
2020 Q1	$230K	Buy	+24,865	New	+$287K	0.04%	339
2019 Q3	$34.5K	Sell	3,048 -331	-10%	-$3.73K	﹤0.01%	735
2019 Q2	$40K	Sell	3,379 -13,875	-80%	-$170K	﹤0.01%	922
2019 Q1	$209K	Buy	17,254 +10,790	+167%	+$137K	0.03%	401
2018 Q4	$80K	Sell	6,464 -4,883	-43%	-$66.2K	0.01%	459
2018 Q3	$178K	Sell	11,347 -161	-1%	-$2.53K	0.02%	425
2018 Q2	$177K	Sell	11,508 -3,300	-22%	-$53.7K	0.03%	411
2018 Q1	$261K	Sell	14,808 -274	-2%	-$5.21K	0.04%	309
2017 Q4	$277K	Buy	15,082 +1,854	+14%	+$32.2K	0.05%	297
2017 Q3	$227K	Sell	13,228 -25	-0.2%	-$428	0.04%	332
2017 Q2	$225K	Buy	13,253 +1,357	+11%	+$22.1K	0.04%	324
2017 Q1	$190K	Buy	+11,896	New	+$191K	0.03%	380
2016 Q3	–	Sell	-10,437	Closed	-$135K	–	393
2016 Q2	$135K	Buy	+10,437	New	+$159K	0.03%	357

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 $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Rehmann Capital Advisory Group's UBS Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its UBS Group (UBS) stake by 1.2% in Q1 2026, buying an estimated $10.4K and bringing the position to 19,902 shares worth $778K. The position accounts for 0.04% of the portfolio, ranked #295.

Rehmann Capital Advisory Group first reported a position in UBS in Q2 2016 and has held it in 37 quarters since. The position peaked at $910K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Rehmann Capital Advisory Group held 19,902 shares of UBS Group worth $778K as of Q1 2026.
Rehmann Capital Advisory Group bought 243 UBS Group shares in Q1 2026, an estimated $10.4K.
UBS Group made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #295 holding.
Rehmann Capital Advisory Group first reported a position in UBS Group in Q2 2016 and has held it in 37 quarters since.
Rehmann Capital Advisory Group's UBS Group position peaked at $910K in Q4 2025.
681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.