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Swan Capital’s UBS Group UBS Stock Holding History

Swan Capital’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 		$1.88K Hold
48
– – ﹤0.01% 371
2025
Q4 		$2.22K Hold
48
– – ﹤0.01% 326
2025
Q3 		$1.97K Sell
48
-48
-50% -$1.86K ﹤0.01% 317
2025
Q2 		$3.25K Buy
+96
New +$2.97K ﹤0.01% 279

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

Swan Capital's UBS Position: Q1 2026 in Review

Swan Capital held its UBS Group (UBS) position steady in Q1 2026 at 48 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Swan Capital first reported a position in UBS in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.25K in Q2 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Swan Capital held 48 shares of UBS Group worth $1.88K as of Q1 2026.
  • Swan Capital left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #371 holding.
  • Swan Capital first reported a position in UBS Group in Q2 2025 and has held it in 4 quarters since.
  • Swan Capital's UBS Group position peaked at $3.25K in Q2 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.