Snowden Capital Advisors’s UBS Group UBS Stock Holding History

Snowden Capital Advisors’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	$1.33M	Sell	33,999 -1,143	-3%	-$48.9K	0.04%	440
2025 Q4	$1.63M	Buy	35,142 +284	+0.8%	+$11.5K	0.04%	393
2025 Q3	$1.43M	Sell	34,858 -461	-1%	-$17.9K	0.04%	412
2025 Q2	$1.19M	Sell	35,319 -1,095	-3%	-$33.9K	0.04%	458
2025 Q1	$1.12M	Sell	36,414 -990	-3%	-$33K	0.04%	472
2024 Q4	$1.13M	Sell	37,404 -342	-0.9%	-$10.8K	0.04%	468
2024 Q3	$1.17M	Sell	37,746 -1,442	-4%	-$43.3K	0.03%	474
2024 Q2	$1.16M	Sell	39,188 -1,034	-3%	-$30.7K	0.03%	465
2024 Q1	$1.24M	Sell	40,222 -2,881	-7%	-$85.1K	0.04%	444
2023 Q4	$1.33M	Buy	43,103 +33,228	+336%	+$874K	0.05%	365
2023 Q3	$243K	Sell	9,875 -4,725	-32%	-$110K	0.01%	932
2023 Q2	$296K	Buy	+14,600	New	+$294K	0.01%	959
2022 Q1	–	Sell	-331	Closed	-$5K	–	1994
2021 Q4	$5K	Buy	+331	New	+$5.83K	﹤0.01%	1722

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

Snowden Capital Advisors's UBS Position: Q1 2026 in Review

Snowden Capital Advisors reduced its UBS Group (UBS) stake by 3.3% in Q1 2026, selling an estimated $48.9K and leaving 33,999 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #440.

Snowden Capital Advisors first reported a position in UBS in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.63M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Snowden Capital Advisors held 33,999 shares of UBS Group worth $1.33M as of Q1 2026.
Snowden Capital Advisors sold 1,143 UBS Group shares in Q1 2026, an estimated $48.9K.
UBS Group made up 0.04% of Snowden Capital Advisors's portfolio in Q1 2026, its #440 holding.
Snowden Capital Advisors first reported a position in UBS Group in Q4 2021 and has held it in 13 quarters since.
Snowden Capital Advisors's UBS Group position peaked at $1.63M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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