Sagespring Wealth Partners’s UBS Group UBS Stock Holding History

Sagespring Wealth 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	$588K	Sell	15,040 -853	-5%	-$36.5K	0.01%	456
2025 Q4	$736K	Buy	15,893 +3,188	+25%	+$129K	0.01%	378
2025 Q3	$521K	Buy	12,705 +315	+3%	+$12.2K	0.01%	447
2025 Q2	$419K	Sell	12,390 -4,564	-27%	-$141K	0.01%	481
2025 Q1	$519K	Buy	16,954 +1,030	+6%	+$34.4K	0.01%	378
2024 Q4	$483K	Buy	+15,924	New	+$505K	0.01%	359

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 $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sagespring Wealth Partners's UBS Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its UBS Group (UBS) stake by 5.4% in Q1 2026, selling an estimated $36.5K and leaving 15,040 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #456.

Sagespring Wealth Partners first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $736K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Sagespring Wealth Partners held 15,040 shares of UBS Group worth $588K as of Q1 2026.
Sagespring Wealth Partners sold 853 UBS Group shares in Q1 2026, an estimated $36.5K.
UBS Group made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #456 holding.
Sagespring Wealth Partners first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's UBS Group position peaked at $736K in Q4 2025.
681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.