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Rossby Financial’s UBS Group UBS Stock Holding History

Rossby 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 		$4.41K Buy
111
+94
+553% +$4.02K ﹤0.01% 1540
2025
Q4 		$787 Buy
+17
New +$687 ﹤0.01% 1565

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

Rossby Financial's UBS Position: Q1 2026 in Review

Rossby Financial increased its UBS Group (UBS) stake by 553% in Q1 2026, buying an estimated $4.02K and bringing the position to 111 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Rossby Financial first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Rossby Financial held 111 shares of UBS Group worth $4.41K as of Q1 2026.
  • Rossby Financial bought 94 UBS Group shares in Q1 2026, an estimated $4.02K.
  • UBS Group made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1540 holding.
  • Rossby Financial first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.