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Root Financial Partners’s UBS Group UBS Stock Holding History

Root Financial Partners’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 		$453K Sell
11,583
-4,604
-28% -$197K 0.02% 180
2025
Q4 		$750K Buy
16,187
+803
+5% +$32.4K 0.04% 120
2025
Q3 		$631K Buy
+15,384
New +$597K 0.04% 121

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

Root Financial Partners's UBS Position: Q1 2026 in Review

Root Financial Partners reduced its UBS Group (UBS) stake by 28% in Q1 2026, selling an estimated $197K and leaving 11,583 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #180.

Root Financial Partners first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $750K in Q4 2025. 680 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Root Financial Partners held 11,583 shares of UBS Group worth $453K as of Q1 2026.
  • Root Financial Partners sold 4,604 UBS Group shares in Q1 2026, an estimated $197K.
  • UBS Group made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #180 holding.
  • Root Financial Partners first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's UBS Group position peaked at $750K in Q4 2025.
  • 680 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.