Sunbelt Securities’s UBS Group UBS Stock Holding History

Sunbelt Securities’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	$5.9K	Hold	151	–	–	﹤0.01%	1634
2025 Q4	$6.99K	Hold	151	–	–	﹤0.01%	1531
2025 Q3	$6.19K	Buy	151 +31	+26%	+$1.2K	﹤0.01%	1566
2025 Q2	$3.64K	Hold	120	–	–	﹤0.01%	1513
2025 Q1	$3.68K	Hold	120	–	–	﹤0.01%	1479
2024 Q4	$3.67K	Hold	120	–	–	﹤0.01%	1511
2024 Q3	$3.71K	Hold	120	–	–	﹤0.01%	1504
2024 Q2	$3.54K	Hold	120	–	–	﹤0.01%	1457
2024 Q1	$3.69K	Hold	120	–	–	﹤0.01%	1417
2023 Q4	$3.71K	Hold	120	–	–	﹤0.01%	1365
2023 Q3	$2.96K	Buy	+120	New	+$2.8K	﹤0.01%	1408

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

Sunbelt Securities's UBS Position: Q1 2026 in Review

Sunbelt Securities held its UBS Group (UBS) position steady in Q1 2026 at 151 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Sunbelt Securities first reported a position in UBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.99K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Sunbelt Securities held 151 shares of UBS Group worth $5.9K as of Q1 2026.
Sunbelt Securities left its UBS Group share count unchanged in Q1 2026.
UBS Group made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1634 holding.
Sunbelt Securities first reported a position in UBS Group in Q3 2023 and has held it in 11 quarters since.
Sunbelt Securities's UBS Group position peaked at $6.99K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.