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Salomon & Ludwin’s UBS Group UBS Stock Holding History

Salomon & Ludwin’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 		$51.1K Hold
1,297
– – ﹤0.01% 474
2025
Q4 		$62.4K Buy
1,297
+177
+16% +$7.15K 0.01% 346
2025
Q3 		$46K Buy
1,120
+1,078
+2,567% +$41.9K ﹤0.01% 403
2025
Q2 		$1.46K Buy
+42
New +$1.3K ﹤0.01% 697

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

Salomon & Ludwin's UBS Position: Q1 2026 in Review

Salomon & Ludwin held its UBS Group (UBS) position steady in Q1 2026 at 1,297 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Salomon & Ludwin first reported a position in UBS in Q2 2025 and has held it in 4 quarters since. The position peaked at $62.4K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Salomon & Ludwin held 1,297 shares of UBS Group worth $51.1K as of Q1 2026.
  • Salomon & Ludwin left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #474 holding.
  • Salomon & Ludwin first reported a position in UBS Group in Q2 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's UBS Group position peaked at $62.4K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.