Sage Mountain Advisors’s UBS Group UBS Stock Holding History

Sage Mountain Advisors’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	–	Sell	-10,686	Closed	-$495K	–	546
2025 Q4	$495K	Buy	10,686 +48	+0.5%	+$1.94K	0.03%	277
2025 Q3	$436K	Buy	10,638 +47	+0.4%	+$1.82K	0.03%	300
2025 Q2	$358K	Sell	10,591 -319	-3%	-$9.87K	0.02%	294
2025 Q1	$334K	Sell	10,910 -25	-0.2%	-$834	0.02%	279
2024 Q4	$332K	Sell	10,935 -31	-0.3%	-$983	0.02%	274
2024 Q3	$339K	Hold	10,966	–	–	0.03%	259
2024 Q2	$324K	Buy	10,966 +3,642	+50%	+$108K	0.03%	235
2024 Q1	$225K	Buy	7,324 +286	+4%	+$8.45K	0.02%	300
2023 Q4	$217K	Buy	+7,038	New	+$185K	0.03%	254

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

Sage Mountain Advisors's UBS Position: Q1 2026 in Review

Sage Mountain Advisors sold out of UBS Group (UBS) in Q1 2026, closing a stake of 10,686 shares — an estimated $495K sold.

Sage Mountain Advisors first reported a position in UBS in Q4 2023 and held it in 9 quarters. The position peaked at $495K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Sage Mountain Advisors reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 10,686 UBS Group shares in Q1 2026, an estimated $495K.
Sage Mountain Advisors first reported a position in UBS Group in Q4 2023 and held it in 9 quarters.
Sage Mountain Advisors's UBS Group position peaked at $495K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.