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Sapient Capital’s UBS Group UBS Stock Holding History

Sapient 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 		– Sell
-4,903
Closed -$228K – 478
2025
Q4 		$228K Buy
+4,903
New +$198K ﹤0.01% 386
2024
Q1 		– Sell
-7,613
Closed -$235K – 397
2023
Q4 		$235K Buy
+7,613
New +$200K 0.01% 344

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

Sapient Capital's UBS Position: Q1 2026 in Review

Sapient Capital sold out of UBS Group (UBS) in Q1 2026, closing a stake of 4,903 shares — an estimated $228K sold.

Sapient Capital first reported a position in UBS in Q4 2023 and held it in 2 quarters. The position peaked at $235K in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Sapient Capital reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Sapient Capital sold 4,903 UBS Group shares in Q1 2026, an estimated $228K.
  • Sapient Capital first reported a position in UBS Group in Q4 2023 and held it in 2 quarters.
  • Sapient Capital's UBS Group position peaked at $235K in Q4 2023.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Sapient Capital's 13F filing for Q1 2026, filed 8 Apr 2026.