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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
2021
Q4 		– Sell
-500,000
Closed -$8.05M – 2555
2021
Q3 		$8.05M Buy
+500,000
New +$8.1M 0.08% 314

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.