Summit Trail Advisors’s UBS Group UBS Stock Holding History

Summit Trail Advisors’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	$1.29M	Buy	33,025 +28,536	+636%	+$1.22M	0.02%	809
2025 Q4	$208K	Sell	4,489 -4,413	-50%	-$178K	﹤0.01%	1269
2025 Q3	$365K	Buy	8,902 +1,994	+29%	+$77.4K	0.01%	1157
2025 Q2	$234K	Sell	6,908 -512	-7%	-$15.8K	﹤0.01%	1007
2025 Q1	$227K	Buy	+7,420	New	+$247K	0.01%	362
2018 Q4	–	Sell	-22,146	Closed	-$348K	–	219
2018 Q3	$348K	Buy	22,146 +1,833	+9%	+$28.8K	0.08%	134
2018 Q2	$312K	Sell	20,313 -94,206	-82%	-$1.53M	0.11%	104
2018 Q1	$1.53M	Buy	114,519 +24,530	+27%	+$466K	0.26%	83
2017 Q4	$1.83M	Buy	+89,989	New	+$1.56M	0.23%	83

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

Summit Trail Advisors's UBS Position: Q1 2026 in Review

Summit Trail Advisors increased its UBS Group (UBS) stake by 636% in Q1 2026, buying an estimated $1.22M and bringing the position to 33,025 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #809.

Summit Trail Advisors first reported a position in UBS in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.83M in Q4 2017. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Summit Trail Advisors held 33,025 shares of UBS Group worth $1.29M as of Q1 2026.
Summit Trail Advisors bought 28,536 UBS Group shares in Q1 2026, an estimated $1.22M.
UBS Group made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #809 holding.
Summit Trail Advisors first reported a position in UBS Group in Q4 2017 and has held it in 9 quarters since.
Summit Trail Advisors's UBS Group position peaked at $1.83M in Q4 2017.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.