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Schonfeld Strategic Advisors’s UBS Group UBS Stock Holding History

Schonfeld Strategic 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 		$2.71M Buy
69,370
+39,944
+136% +$1.71M 0.02% 695
2025
Q4 		$1.36M Buy
29,426
+13,715
+87% +$554K 0.01% 996
2025
Q3 		$644K Buy
+15,711
New +$610K ﹤0.01% 1573
2024
Q4 		– Sell
-56,701
Closed -$1.75M – 2399
2024
Q3 		$1.75M Buy
+56,701
New +$1.7M 0.01% 936
2024
Q2 		– Sell
-58,892
Closed -$1.81M – 2576
2024
Q1 		$1.81M Buy
+58,892
New +$1.74M 0.01% 1027
2023
Q2 		– Sell
-10,900
Closed -$233K – 2505
2023
Q1 		$233K Buy
+10,900
New +$227K ﹤0.01% 1478
2022
Q3 		– Sell
-231,023
Closed -$3.72M – 3171
2022
Q2 		$3.72M Buy
+231,023
New +$4.05M 0.04% 547
2022
Q1 		– Sell
-23,833
Closed -$429K – 2938
2021
Q4 		$429K Sell
23,833
-6,030
-20% -$106K ﹤0.01% 1338
2021
Q3 		$481K Sell
29,863
-182,085
-86% -$2.95M 0.01% 1295
2021
Q2 		$3.25M Buy
211,948
+122,715
+138% +$1.94M 0.03% 569
2021
Q1 		$1.38M Buy
89,233
+39,733
+80% +$611K 0.02% 781
2020
Q4 		$700K Sell
49,500
-174,199
-78% -$2.31M 0.01% 927
2020
Q3 		$2.5M Buy
223,699
+39,616
+22% +$475K 0.05% 444
2020
Q2 		$2.12M Buy
184,083
+33,785
+22% +$348K 0.05% 390
2020
Q1 		$1.41M Buy
150,298
+69,996
+87% +$807K 0.09% 275
2019
Q4 		$1.01M Buy
+80,302
New +$955K 0.02% 506
2019
Q3 		– Sell
-23,000
Closed -$272K – 1248
2019
Q2 		$272K Buy
23,000
+11,200
+95% +$137K 0.01% 806
2019
Q1 		$143K Buy
+11,800
New +$149K 0.01% 980
2016
Q3 		– Sell
-13,423
Closed -$174K – 551
2016
Q2 		$174K Buy
+13,423
New +$205K 0.04% 389

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

Schonfeld Strategic Advisors's UBS Position: Q1 2026 in Review

Schonfeld Strategic Advisors increased its UBS Group (UBS) stake by 136% in Q1 2026, buying an estimated $1.71M and bringing the position to 69,370 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #695.

Schonfeld Strategic Advisors first reported a position in UBS in Q2 2016 and has held it in 19 quarters since. The position peaked at $3.72M in Q2 2022. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Schonfeld Strategic Advisors held 69,370 shares of UBS Group worth $2.71M as of Q1 2026.
  • Schonfeld Strategic Advisors bought 39,944 UBS Group shares in Q1 2026, an estimated $1.71M.
  • UBS Group made up 0.02% of Schonfeld Strategic Advisors's portfolio in Q1 2026, its #695 holding.
  • Schonfeld Strategic Advisors first reported a position in UBS Group in Q2 2016 and has held it in 19 quarters since.
  • Schonfeld Strategic Advisors's UBS Group position peaked at $3.72M in Q2 2022.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.