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SHP Wealth Management’s UBS Group UBS Stock Holding History

SHP Wealth 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 		$37.6K Buy
963
+60
+7% +$2.57K ﹤0.01% 561
2025
Q4 		$41.8K Buy
+903
New +$36.5K ﹤0.01% 518

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 $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SHP Wealth Management's UBS Position: Q1 2026 in Review

SHP Wealth Management increased its UBS Group (UBS) stake by 6.6% in Q1 2026, buying an estimated $2.57K and bringing the position to 963 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

SHP Wealth Management first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $41.8K in Q4 2025. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • SHP Wealth Management held 963 shares of UBS Group worth $37.6K as of Q1 2026.
  • SHP Wealth Management bought 60 UBS Group shares in Q1 2026, an estimated $2.57K.
  • UBS Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #561 holding.
  • SHP Wealth Management first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's UBS Group position peaked at $41.8K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.