Simmons Bank’s UBS Group UBS Stock Holding History

Simmons Bank’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	$250K	Sell	6,399 -2,168	-25%	-$92.8K	0.02%	316
2025 Q4	$397K	Sell	8,567 -52	-0.6%	-$2.1K	0.03%	270
2025 Q3	$353K	Sell	8,619 -151	-2%	-$5.86K	0.02%	278
2025 Q2	$297K	Sell	8,770 -7,606	-46%	-$235K	0.02%	295
2025 Q1	$502K	Sell	16,376 -3,084	-16%	-$103K	0.04%	235
2024 Q4	$590K	Sell	19,460 -5,309	-21%	-$168K	0.04%	216
2024 Q3	$766K	Sell	24,769 -2,234	-8%	-$67.1K	0.06%	204
2024 Q2	$798K	Sell	27,003 -44,163	-62%	-$1.31M	0.06%	197
2024 Q1	$2.19M	Buy	71,166 +322	+0.5%	+$9.51K	0.16%	132
2023 Q4	$2.19M	Buy	70,844 +4,104	+6%	+$108K	0.18%	123
2023 Q3	$1.65M	Buy	66,740 +3,104	+5%	+$72.5K	0.15%	143
2023 Q2	$1.29M	Buy	63,636 +9,471	+17%	+$190K	0.11%	163
2023 Q1	$1.16M	Buy	+54,165	New	+$1.13M	0.1%	170

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

Simmons Bank's UBS Position: Q1 2026 in Review

Simmons Bank reduced its UBS Group (UBS) stake by 25% in Q1 2026, selling an estimated $92.8K and leaving 6,399 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #316.

Simmons Bank first reported a position in UBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.19M in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Simmons Bank held 6,399 shares of UBS Group worth $250K as of Q1 2026.
Simmons Bank sold 2,168 UBS Group shares in Q1 2026, an estimated $92.8K.
UBS Group made up 0.02% of Simmons Bank's portfolio in Q1 2026, its #316 holding.
Simmons Bank first reported a position in UBS Group in Q1 2023 and has held it in 13 quarters since.
Simmons Bank's UBS Group position peaked at $2.19M in Q4 2023.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.