Shelton Capital Management’s UBS Group UBS Stock Holding History

Shelton 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	–	Sell	-4,435	Closed	-$205K	–	791
2025 Q4	$205K	Buy	+4,435	New	+$179K	﹤0.01%	665
2017 Q2	–	Sell	-13,509	Closed	-$215K	–	894
2017 Q1	$215K	Hold	13,509	–	–	0.01%	767
2016 Q4	$212K	Hold	13,509	–	–	0.02%	803
2016 Q3	$184K	Buy	+13,509	New	+$184K	0.02%	755
2015 Q4	–	Sell	-11,792	Closed	-$218K	–	761
2015 Q3	$218K	Hold	11,792	–	–	0.02%	670
2015 Q2	$250K	Hold	11,792	–	–	0.03%	657
2015 Q1	$221K	Hold	11,792	–	–	0.02%	736
2014 Q4	$201K	Buy	+11,792	New	+$202K	0.02%	761

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Shelton Capital Management sold out of UBS Group (UBS) in Q1 2026, closing a stake of 4,435 shares — an estimated $205K sold.

Shelton Capital Management first reported a position in UBS in Q4 2014 and held it in 8 quarters. The position peaked at $250K in Q2 2015. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Shelton Capital Management reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Shelton Capital Management sold 4,435 UBS Group shares in Q1 2026, an estimated $205K.
Shelton Capital Management first reported a position in UBS Group in Q4 2014 and held it in 8 quarters.
Shelton Capital Management's UBS Group position peaked at $250K in Q2 2015.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.