Solstein Capital’s UBS Group UBS Stock Holding History

Solstein Capital’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	$870K	Hold	22,647	–	–	0.36%	64
2025 Q4	$1.05M	Hold	22,647	–	–	0.42%	53
2025 Q3	$926K	Buy	22,647 +4,813	+27%	+$187K	0.21%	51
2025 Q2	$602K	Hold	17,834	–	–	0.31%	60
2025 Q1	$543K	Hold	17,834	–	–	0.32%	58
2024 Q4	$544K	Sell	17,834 -162	-0.9%	-$5.13K	0.3%	58
2024 Q3	$556K	Sell	17,996 -1,338	-7%	-$40.2K	0.29%	65
2024 Q2	$570K	Hold	19,334	–	–	0.37%	56
2024 Q1	$595K	Sell	19,334 -8,683	-31%	-$257K	0.41%	55
2023 Q4	$868K	Buy	28,017 +2,462	+10%	+$64.7K	0.64%	39
2023 Q3	$634K	Buy	25,555 +24,385	+2,084%	+$570K	0.54%	48
2023 Q2	$23.7K	Buy	+1,170	New	+$23.5K	0.02%	173
2021 Q2	–	Sell	-101	Closed	-$2K	–	486
2021 Q1	$2K	Buy	+101	New	+$1.55K	﹤0.01%	375

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

Solstein Capital's UBS Position: Q1 2026 in Review

Solstein Capital held its UBS Group (UBS) position steady in Q1 2026 at 22,647 shares worth $870K. The position accounts for 0.36% of the portfolio, ranked #64.

Solstein Capital first reported a position in UBS in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.05M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Solstein Capital held 22,647 shares of UBS Group worth $870K as of Q1 2026.
Solstein Capital left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 0.36% of Solstein Capital's portfolio in Q1 2026, its #64 holding.
Solstein Capital first reported a position in UBS Group in Q1 2021 and has held it in 13 quarters since.
Solstein Capital's UBS Group position peaked at $1.05M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.