Smartleaf Asset Management’s UBS Group UBS Stock Holding History

Smartleaf Asset 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	$487K	Buy	13,286 +1,632	+14%	+$69.8K	0.02%	537
2025 Q4	$542K	Buy	11,654 +1,529	+15%	+$61.8K	0.02%	515
2025 Q3	$418K	Buy	10,125 +2,446	+32%	+$95K	0.03%	517
2025 Q2	$257K	Sell	7,679 -4,789	-38%	-$148K	0.02%	520
2025 Q1	$393K	Buy	12,468 +2,796	+29%	+$93.2K	0.04%	410
2024 Q4	$296K	Buy	9,672 +6,269	+184%	+$199K	0.03%	441
2024 Q3	$106K	Buy	3,403 +2,119	+165%	+$63.7K	0.01%	699
2024 Q2	$37.8K	Buy	1,284 +892	+228%	+$26.5K	0.01%	824
2024 Q1	$12.3K	Buy	+392	New	+$11.6K	﹤0.01%	969

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

Smartleaf Asset Management's UBS Position: Q1 2026 in Review

Smartleaf Asset Management increased its UBS Group (UBS) stake by 14% in Q1 2026, buying an estimated $69.8K and bringing the position to 13,286 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #537.

Smartleaf Asset Management first reported a position in UBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $542K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Smartleaf Asset Management held 13,286 shares of UBS Group worth $487K as of Q1 2026.
Smartleaf Asset Management bought 1,632 UBS Group shares in Q1 2026, an estimated $69.8K.
UBS Group made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #537 holding.
Smartleaf Asset Management first reported a position in UBS Group in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's UBS Group position peaked at $542K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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