SRC
UBS icon

Sage Rhino Capital’s UBS Group UBS Stock Holding History

Sage Rhino Capital’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 		$557K Buy
14,244
+30
+0.2% +$1.28K 0.1% 141
2025
Q4 		$658K Sell
14,214
-901
-6% -$36.4K 0.12% 127
2025
Q3 		$620K Buy
15,115
+22
+0.1% +$854 0.12% 130
2025
Q2 		$510K Sell
15,093
-328
-2% -$10.2K 0.11% 135
2025
Q1 		$472K Sell
15,421
-40
-0.3% -$1.33K 0.11% 141
2024
Q4 		$469K Sell
15,461
-409
-3% -$13K 0.1% 141
2024
Q3 		$491K Buy
15,870
+95
+0.6% +$2.85K 0.11% 139
2024
Q2 		$466K Sell
15,775
-423
-3% -$12.6K 0.11% 136
2024
Q1 		$498K Buy
16,198
+128
+0.8% +$3.78K 0.12% 130
2023
Q4 		$497K Sell
16,070
-616
-4% -$16.2K 0.13% 122
2023
Q3 		$411K Buy
16,686
+228
+1% +$5.33K 0.12% 133
2023
Q2 		$334K Buy
16,458
+37
+0.2% +$744 0.09% 147
2023
Q1 		$350K Buy
16,421
+30
+0.2% +$626 0.1% 146
2022
Q4 		$306K Buy
16,391
+756
+5% +$12.9K 0.1% 155
2022
Q3 		$227K Sell
15,635
-723
-4% -$11.6K 0.09% 160
2022
Q2 		$265K Buy
16,358
+123
+0.8% +$2.16K 0.1% 157
2022
Q1 		$317K Buy
16,235
+140
+0.9% +$2.65K 0.1% 157
2021
Q4 		$288K Buy
16,095
+1,186
+8% +$20.9K 0.08% 166
2021
Q3 		$238K Buy
14,909
+975
+7% +$15.8K 0.07% 172
2021
Q2 		$214K Buy
13,934
+1,204
+9% +$19K 0.06% 181
2021
Q1 		$198K Buy
12,730
+561
+5% +$8.62K 0.07% 170
2020
Q4 		$172K Buy
12,169
+415
+4% +$5.5K 0.07% 165
2020
Q3 		$131K Buy
11,754
+48
+0.4% +$575 0.06% 155
2020
Q2 		$135K Buy
11,706
+550
+5% +$5.67K 0.07% 150
2020
Q1 		$103K Buy
+11,156
New +$129K 0.07% 126

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

Sage Rhino Capital's UBS Position: Q1 2026 in Review

Sage Rhino Capital increased its UBS Group (UBS) stake by 0.21% in Q1 2026, buying an estimated $1.28K and bringing the position to 14,244 shares worth $557K. The position accounts for 0.1% of the portfolio, ranked #141.

Sage Rhino Capital first reported a position in UBS in Q1 2020 and has held it in 25 quarters since. The position peaked at $658K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Sage Rhino Capital held 14,244 shares of UBS Group worth $557K as of Q1 2026.
  • Sage Rhino Capital bought 30 UBS Group shares in Q1 2026, an estimated $1.28K.
  • UBS Group made up 0.1% of Sage Rhino Capital's portfolio in Q1 2026, its #141 holding.
  • Sage Rhino Capital first reported a position in UBS Group in Q1 2020 and has held it in 25 quarters since.
  • Sage Rhino Capital's UBS Group position peaked at $658K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.