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Texas Capital Bank Wealth Management Services’s UBS Group UBS Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$206K Hold
5,281
– – 0.01% 329
2025
Q4 		$245K Hold
5,281
– – 0.01% 291
2025
Q3 		$217K Buy
+5,281
New +$205K 0.02% 237

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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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's UBS Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services held its UBS Group (UBS) position steady in Q1 2026 at 5,281 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #329.

Texas Capital Bank Wealth Management Services first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $245K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 5,281 shares of UBS Group worth $206K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up 0.01% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #329 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • Texas Capital Bank Wealth Management Services's UBS Group position peaked at $245K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.