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SCS Capital Management’s UBS Group UBS Stock Holding History

SCS Capital Management’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 		$228K Hold
5,831
– – ﹤0.01% 439
2025
Q4 		$270K Hold
5,831
– – ﹤0.01% 442
2025
Q3 		$239K Buy
+5,831
New +$226K ﹤0.01% 475

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

SCS Capital Management's UBS Position: Q1 2026 in Review

SCS Capital Management held its UBS Group (UBS) position steady in Q1 2026 at 5,831 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

SCS Capital Management first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $270K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • SCS Capital Management held 5,831 shares of UBS Group worth $228K as of Q1 2026.
  • SCS Capital Management left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up ﹤0.01% of SCS Capital Management's portfolio in Q1 2026, its #439 holding.
  • SCS Capital Management first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • SCS Capital Management's UBS Group position peaked at $270K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.