Stamos Capital Partners’s UBS Group UBS Stock Holding History

Stamos Capital Partners’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	$2.75M	Buy	70,376 +23,697	+51%	+$1.01M	0.43%	74
2025 Q4	$2.16M	Sell	46,679 -5,839	-11%	-$236K	0.35%	88
2025 Q3	$2.15M	Sell	52,518 -17,946	-25%	-$697K	0.41%	67
2025 Q2	$2.38M	Buy	70,464 +24,824	+54%	+$768K	0.43%	70
2025 Q1	$1.4M	Sell	45,640 -11,860	-21%	-$396K	0.37%	81
2024 Q4	$1.74M	Buy	57,500 +15,620	+37%	+$495K	0.41%	73
2024 Q3	$1.29M	Buy	41,880 +440	+1%	+$13.2K	0.3%	79
2024 Q2	$1.22M	Buy	41,440 +15,750	+61%	+$468K	0.26%	94
2024 Q1	$789K	Buy	25,690 +8,590	+50%	+$254K	0.18%	100
2023 Q4	$528K	Buy	+17,100	New	+$450K	0.14%	92
2020 Q4	–	Sell	-173,000	Closed	-$1.93M	–	74
2020 Q3	$1.93M	Hold	173,000	–	–	0.72%	31
2020 Q2	$2M	Buy	173,000 +14,270	+9%	+$147K	1.14%	21
2020 Q1	$1.47M	Buy	+158,730	New	+$1.83M	0.77%	44
2019 Q4	–	Sell	-118,000	Closed	-$1.33M	–	61
2019 Q3	$1.33M	Buy	118,000 +96,000	+436%	+$1.08M	1.19%	23
2019 Q2	$262K	Buy	22,000 +3,000	+16%	+$36.8K	0.26%	44
2019 Q1	$241K	Buy	+19,000	New	+$241K	0.31%	57

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 $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Stamos Capital Partners's UBS Position: Q1 2026 in Review

Stamos Capital Partners increased its UBS Group (UBS) stake by 51% in Q1 2026, buying an estimated $1.01M and bringing the position to 70,376 shares worth $2.75M. The position accounts for 0.43% of the portfolio, ranked #74.

Stamos Capital Partners first reported a position in UBS in Q1 2019 and has held it in 16 quarters since. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Stamos Capital Partners held 70,376 shares of UBS Group worth $2.75M as of Q1 2026.
Stamos Capital Partners bought 23,697 UBS Group shares in Q1 2026, an estimated $1.01M.
UBS Group made up 0.43% of Stamos Capital Partners's portfolio in Q1 2026, its #74 holding.
Stamos Capital Partners first reported a position in UBS Group in Q1 2019 and has held it in 16 quarters since.
681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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