Thrivent Financial for Lutherans
UBS icon

Thrivent Financial for Lutherans’s UBS Group UBS Stock Holding History

Thrivent Financial for Lutherans’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 		$33.1M Sell
865,820
-196,495
-18% -$8.41M 0.06% 333
2025
Q4 		$49.6M Buy
1,062,315
+1,100
+0.1% +$44.4K 0.09% 276
2025
Q3 		$43.4M Sell
1,061,215
-627
-0.1% -$24.4K 0.09% 259
2025
Q2 		$35.8M Buy
1,061,842
+1,045,540
+6,414% +$32.4M 0.08% 283
2025
Q1 		$531K Hold
16,302
– – ﹤0.01% 2049
2024
Q4 		$531K Buy
16,302
+527
+3% +$16.7K ﹤0.01% 2233
2024
Q3 		$488K Buy
15,775
+4,889
+45% +$147K ﹤0.01% 2257
2024
Q2 		$322K Buy
10,886
+952
+10% +$28.3K ﹤0.01% 2372
2024
Q1 		$305K Buy
9,934
+850
+9% +$25.1K ﹤0.01% 2375
2023
Q4 		$281K Buy
+9,084
New +$239K ﹤0.01% 2375

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 $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Thrivent Financial for Lutherans's UBS Position: Q1 2026 in Review

Thrivent Financial for Lutherans reduced its UBS Group (UBS) stake by 18% in Q1 2026, selling an estimated $8.41M and leaving 865,820 shares worth $33.1M. The position accounts for 0.06% of the portfolio, ranked #333.

Thrivent Financial for Lutherans first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $49.6M in Q4 2025. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Thrivent Financial for Lutherans held 865,820 shares of UBS Group worth $33.1M as of Q1 2026.
  • Thrivent Financial for Lutherans sold 196,495 UBS Group shares in Q1 2026, an estimated $8.41M.
  • UBS Group made up 0.06% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #333 holding.
  • Thrivent Financial for Lutherans first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
  • Thrivent Financial for Lutherans's UBS Group position peaked at $49.6M in Q4 2025.
  • 683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.