SYM Financial Corp’s UBS Group UBS Stock Holding History

SYM Financial Corp’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	-4,597	Closed	-$213K	–	460
2025 Q4	$213K	Buy	+4,597	New	+$186K	0.02%	306

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

SYM Financial Corp's UBS Position: Q1 2026 in Review

SYM Financial Corp sold out of UBS Group (UBS) in Q1 2026, closing a stake of 4,597 shares — an estimated $213K sold.

SYM Financial Corp first reported a position in UBS in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 680 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

SYM Financial Corp reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 4,597 UBS Group shares in Q1 2026, an estimated $213K.
SYM Financial Corp first reported a position in UBS Group in Q4 2025 and held it in 1 quarter.
SYM Financial Corp's UBS Group position peaked at $213K in Q4 2025.
680 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.