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UBS icon

SignatureFD’s UBS Group UBS Stock Holding History

SignatureFD’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 		$3.12M Buy
79,895
+82
+0.1% +$3.51K 0.05% 155
2025
Q4 		$3.7M Buy
79,813
+1,499
+2% +$60.6K 0.06% 135
2025
Q3 		$3.21M Buy
78,314
+5,348
+7% +$208K 0.05% 147
2025
Q2 		$2.47M Sell
72,966
-4,824
-6% -$149K 0.04% 170
2025
Q1 		$2.38M Sell
77,790
-935
-1% -$31.2K 0.05% 158
2024
Q4 		$2.39M Buy
78,725
+4,178
+6% +$132K 0.05% 154
2024
Q3 		$2.3M Buy
74,547
+1,911
+3% +$57.4K 0.04% 154
2024
Q2 		$2.15M Buy
72,636
+3,281
+5% +$97.5K 0.04% 155
2024
Q1 		$2.13M Buy
69,355
+2,205
+3% +$65.1K 0.05% 156
2023
Q4 		$2.07M Buy
67,150
+2,517
+4% +$66.2K 0.05% 142
2023
Q3 		$1.59M Buy
64,633
+7,903
+14% +$185K 0.04% 167
2023
Q2 		$1.15M Buy
56,730
+833
+1% +$16.7K 0.03% 225
2023
Q1 		$1.19M Buy
55,897
+3,747
+7% +$78.2K 0.03% 207
2022
Q4 		$974K Buy
52,150
+919
+2% +$15.6K 0.03% 235
2022
Q3 		$743K Buy
51,231
+6,343
+14% +$102K 0.03% 260
2022
Q2 		$728K Buy
44,888
+8,054
+22% +$141K 0.02% 270
2022
Q1 		$720K Buy
36,834
+1,766
+5% +$33.4K 0.02% 288
2021
Q4 		$627K Buy
35,068
+5,746
+20% +$101K 0.02% 331
2021
Q3 		$467K Buy
29,322
+5,885
+25% +$95.3K 0.02% 391
2021
Q2 		$360K Buy
23,437
+1,620
+7% +$25.6K 0.01% 466
2021
Q1 		$339K Buy
21,817
+971
+5% +$14.9K 0.02% 412
2020
Q4 		$295K Buy
20,846
+742
+4% +$9.82K 0.01% 412
2020
Q3 		$224K Buy
20,104
+86
+0.4% +$1.03K 0.01% 442
2020
Q2 		$231K Sell
20,018
-1,250
-6% -$12.9K 0.01% 404
2020
Q1 		$197K Sell
21,268
-3,636
-15% -$41.9K 0.02% 418
2019
Q4 		$313K Buy
24,904
+5,201
+26% +$61.9K 0.02% 347
2019
Q3 		$223K Buy
19,703
+12,872
+188% +$145K 0.02% 384
2019
Q2 		$81K Sell
6,831
-1,917
-22% -$23.5K 0.01% 714
2019
Q1 		$106K Sell
8,748
-6,342
-42% -$80.3K 0.01% 606
2018
Q4 		$187K Sell
15,090
-2,512
-14% -$34.1K 0.02% 386
2018
Q3 		$277K Buy
17,602
+5,474
+45% +$86.1K 0.03% 332
2018
Q2 		$186K Sell
12,128
-998
-8% -$16.2K 0.02% 417
2018
Q1 		$232K Buy
+13,126
New +$250K 0.03% 300
2016
Q4 		– Sell
-6,717
Closed -$91K – 1161
2016
Q3 		$91K Buy
6,717
+2,571
+62% +$35K 0.01% 386
2016
Q2 		$54K Buy
4,146
+1,284
+45% +$19.6K 0.01% 460
2016
Q1 		$46K Buy
2,862
+1,738
+155% +$28.2K 0.01% 450
2015
Q4 		$22K Sell
1,124
-1,224
-52% -$23.9K ﹤0.01% 545
2015
Q3 		$43K Buy
2,348
+1,506
+179% +$31.9K 0.01% 372
2015
Q2 		$18K Buy
842
+742
+742% +$15.5K ﹤0.01% 495
2015
Q1 		$2K Buy
+100
New +$1.74K ﹤0.01% 822

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

SignatureFD's UBS Position: Q1 2026 in Review

SignatureFD increased its UBS Group (UBS) stake by 0.1% in Q1 2026, buying an estimated $3.51K and bringing the position to 79,895 shares worth $3.12M. The position accounts for 0.05% of the portfolio, ranked #155.

SignatureFD first reported a position in UBS in Q1 2015 and has held it in 40 quarters since. The position peaked at $3.7M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • SignatureFD held 79,895 shares of UBS Group worth $3.12M as of Q1 2026.
  • SignatureFD bought 82 UBS Group shares in Q1 2026, an estimated $3.51K.
  • UBS Group made up 0.05% of SignatureFD's portfolio in Q1 2026, its #155 holding.
  • SignatureFD first reported a position in UBS Group in Q1 2015 and has held it in 40 quarters since.
  • SignatureFD's UBS Group position peaked at $3.7M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.