Stifel Financial
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Stifel Financial’s UBS Group UBS Stock Holding History

Stifel Financial’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 		$21.9M Buy
560,647
+6,852
+1% +$293K 0.02% 600
2025
Q4 		$25.6M Buy
553,795
+4,914
+0.9% +$199K 0.02% 553
2025
Q3 		$22.5M Buy
548,881
+1,152
+0.2% +$44.7K 0.02% 577
2025
Q2 		$18.5M Buy
547,729
+10,194
+2% +$315K 0.02% 626
2025
Q1 		$16.5M Sell
537,535
-51,967
-9% -$1.73M 0.02% 640
2024
Q4 		$17.9M Buy
589,502
+360
+0.1% +$11.4K 0.02% 607
2024
Q3 		$18.2M Buy
589,142
+22,704
+4% +$682K 0.02% 612
2024
Q2 		$16.7M Sell
566,438
-29,383
-5% -$873K 0.02% 606
2024
Q1 		$18.3M Buy
595,821
+3,586
+0.6% +$106K 0.02% 584
2023
Q4 		$18.3M Buy
592,235
+358,631
+154% +$9.43M 0.02% 542
2023
Q3 		$5.76M Sell
233,604
-555
-0.2% -$13K 0.01% 965
2023
Q2 		$4.75M Buy
234,159
+98,058
+72% +$1.97M 0.01% 1070
2023
Q1 		$2.9M Buy
136,101
+43,282
+47% +$903K ﹤0.01% 1337
2022
Q4 		$1.73M Buy
92,819
+6,407
+7% +$109K ﹤0.01% 1619
2022
Q3 		$1.25M Buy
86,412
+5,196
+6% +$83.2K ﹤0.01% 1801
2022
Q2 		$1.32M Sell
81,216
-68,865
-46% -$1.21M ﹤0.01% 1799
2022
Q1 		$2.93M Sell
150,081
-85,400
-36% -$1.62M ﹤0.01% 1364
2021
Q4 		$4.21M Buy
235,481
+62,571
+36% +$1.1M 0.01% 1163
2021
Q3 		$2.75M Buy
172,910
+2,070
+1% +$33.5K ﹤0.01% 1371
2021
Q2 		$2.62M Sell
170,840
-18,020
-10% -$285K ﹤0.01% 1432
2021
Q1 		$2.93M Sell
188,860
-234,635
-55% -$3.61M ﹤0.01% 1267
2020
Q4 		$5.98M Buy
423,495
+130,603
+45% +$1.73M 0.01% 804
2020
Q3 		$3.27M Buy
292,892
+3,576
+1% +$42.9K 0.01% 962
2020
Q2 		$3.34M Sell
289,316
-33,980
-11% -$350K 0.01% 910
2020
Q1 		$3M Sell
323,296
-89,236
-22% -$1.03M 0.01% 858
2019
Q4 		$5.2M Sell
412,532
-19,780
-5% -$235K 0.01% 865
2019
Q3 		$4.87M Sell
432,312
-165,876
-28% -$1.87M 0.01% 847
2019
Q2 		$7.07M Buy
598,188
+174,244
+41% +$2.14M 0.02% 712
2019
Q1 		$5.13M Buy
423,944
+6,048
+1% +$76.6K 0.01% 806
2018
Q4 		$5.18M Sell
417,896
-23,971
-5% -$325K 0.02% 752
2018
Q3 		$6.95M Sell
441,867
-36,038
-8% -$567K 0.02% 692
2018
Q2 		$7.35M Buy
477,905
+173,830
+57% +$2.83M 0.02% 639
2018
Q1 		$5.37M Sell
304,075
-45,676
-13% -$868K 0.02% 755
2017
Q4 		$6.43M Buy
349,751
+6,124
+2% +$106K 0.02% 674
2017
Q3 		$5.89M Buy
343,627
+5,946
+2% +$102K 0.02% 677
2017
Q2 		$5.75M Buy
337,681
+28,419
+9% +$462K 0.02% 667
2017
Q1 		$4.94M Buy
309,262
+22,191
+8% +$357K 0.02% 700
2016
Q4 		$4.5M Buy
287,071
+53,177
+23% +$801K 0.02% 696
2016
Q3 		$3.19M Buy
233,894
+10,863
+5% +$148K 0.01% 808
2016
Q2 		$2.89M Buy
+223,031
New +$3.41M 0.01% 837
2016
Q1 		– Sell
-228,820
Closed -$4.44M – 2383
2015
Q4 		$4.44M Sell
228,820
-29,576
-11% -$577K 0.02% 610
2015
Q3 		$4.78M Buy
258,396
+67,328
+35% +$1.43M 0.03% 534
2015
Q2 		$4.04M Buy
191,068
+1,287
+0.7% +$26.9K 0.02% 666
2015
Q1 		$3.57M Buy
189,781
+6,923
+4% +$120K 0.02% 718
2014
Q4 		$3.1M Buy
+182,858
New +$3.13M 0.02% 735

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Stifel Financial's UBS Position: Q1 2026 in Review

Stifel Financial increased its UBS Group (UBS) stake by 1.2% in Q1 2026, buying an estimated $293K and bringing the position to 560,647 shares worth $21.9M. The position accounts for 0.02% of the portfolio, ranked #600.

Stifel Financial first reported a position in UBS in Q4 2014 and has held it in 45 quarters since. The position peaked at $25.6M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Stifel Financial held 560,647 shares of UBS Group worth $21.9M as of Q1 2026.
  • Stifel Financial bought 6,852 UBS Group shares in Q1 2026, an estimated $293K.
  • UBS Group made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #600 holding.
  • Stifel Financial first reported a position in UBS Group in Q4 2014 and has held it in 45 quarters since.
  • Stifel Financial's UBS Group position peaked at $25.6M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.