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Ritholtz Wealth Management’s UBS Group UBS Stock Holding History

Ritholtz Wealth 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 		$6.07M Sell
155,238
-73
-0% -$3.12K 0.11% 125
2025
Q4 		$7.19M Buy
155,311
+10,194
+7% +$412K 0.13% 87
2025
Q3 		$5.95M Buy
145,117
+886
+0.6% +$34.4K 0.12% 107
2025
Q2 		$4.88M Sell
144,231
-37,059
-20% -$1.15M 0.11% 115
2025
Q1 		$5.55M Sell
181,290
-25,513
-12% -$851K 0.17% 82
2024
Q4 		$6.27M Buy
206,803
+29,367
+17% +$931K 0.18% 70
2024
Q3 		$5.48M Buy
177,436
+22,363
+14% +$672K 0.17% 76
2024
Q2 		$4.58M Sell
155,073
-7,348
-5% -$218K 0.15% 80
2024
Q1 		$4.99M Buy
162,421
+9,782
+6% +$289K 0.17% 72
2023
Q4 		$4.72M Buy
152,639
+11,298
+8% +$297K 0.18% 66
2023
Q3 		$3.48M Buy
141,341
+38,439
+37% +$898K 0.16% 84
2023
Q2 		$2.09M Buy
102,902
+8,193
+9% +$165K 0.09% 130
2023
Q1 		$2.02M Buy
94,709
+3,711
+4% +$77.4K 0.1% 127
2022
Q4 		$1.7M Buy
90,998
+24,072
+36% +$409K 0.09% 151
2022
Q3 		$971K Buy
66,926
+21,945
+49% +$351K 0.05% 245
2022
Q2 		$730K Buy
44,981
+27,542
+158% +$483K 0.05% 240
2022
Q1 		$341K Buy
17,439
+3,303
+23% +$62.5K 0.02% 391
2021
Q4 		$253K Buy
14,136
+3,161
+29% +$55.6K 0.02% 449
2021
Q3 		$175K Buy
10,975
+344
+3% +$5.57K 0.01% 477
2021
Q2 		$163K Sell
10,631
-1,265
-11% -$20K 0.01% 473
2021
Q1 		$185K Buy
+11,896
New +$183K 0.02% 411

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

Ritholtz Wealth Management's UBS Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its UBS Group (UBS) stake by 0.05% in Q1 2026, selling an estimated $3.12K and leaving 155,238 shares worth $6.07M. The position accounts for 0.11% of the portfolio, ranked #125.

Ritholtz Wealth Management first reported a position in UBS in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.19M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Ritholtz Wealth Management held 155,238 shares of UBS Group worth $6.07M as of Q1 2026.
  • Ritholtz Wealth Management sold 73 UBS Group shares in Q1 2026, an estimated $3.12K.
  • UBS Group made up 0.11% of Ritholtz Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Ritholtz Wealth Management first reported a position in UBS Group in Q1 2021 and has held it in 21 quarters since.
  • Ritholtz Wealth Management's UBS Group position peaked at $7.19M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.