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Summit Financial’s UBS Group UBS Stock Holding History

Summit 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 		– Sell
-4,729
Closed -$219K – 1467
2025
Q4 		$219K Sell
4,729
-1,667
-26% -$67.4K ﹤0.01% 1213
2025
Q3 		$262K Buy
+6,396
New +$248K ﹤0.01% 1108

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

Summit Financial's UBS Position: Q1 2026 in Review

Summit Financial sold out of UBS Group (UBS) in Q1 2026, closing a stake of 4,729 shares — an estimated $219K sold.

Summit Financial first reported a position in UBS in Q3 2025 and held it in 2 quarters. The position peaked at $262K in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Summit Financial reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 4,729 UBS Group shares in Q1 2026, an estimated $219K.
  • Summit Financial first reported a position in UBS Group in Q3 2025 and held it in 2 quarters.
  • Summit Financial's UBS Group position peaked at $262K in Q3 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.