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Stone House Investment Management’s UBS Group UBS Stock Holding History

Stone House Investment 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 		$1.25K Sell
32
-79
-71% -$3.38K ﹤0.01% 671
2025
Q4 		$5.14K Buy
111
+89
+405% +$3.6K ﹤0.01% 421
2025
Q3 		$902 Buy
+22
New +$854 ﹤0.01% 572

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

Stone House Investment Management's UBS Position: Q1 2026 in Review

Stone House Investment Management reduced its UBS Group (UBS) stake by 71% in Q1 2026, selling an estimated $3.38K and leaving 32 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Stone House Investment Management first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.14K in Q4 2025. 680 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Stone House Investment Management held 32 shares of UBS Group worth $1.25K as of Q1 2026.
  • Stone House Investment Management sold 79 UBS Group shares in Q1 2026, an estimated $3.38K.
  • UBS Group made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #671 holding.
  • Stone House Investment Management first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • Stone House Investment Management's UBS Group position peaked at $5.14K in Q4 2025.
  • 680 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.