TIAA Trust, National Association
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TIAA Trust, National Association’s UBS Group UBS Stock Holding History

TIAA Trust, National Association’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
-4,480
Closed -$207K – 645
2025
Q4 		$207K Buy
+4,480
New +$181K ﹤0.01% 655

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Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 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 $191B AUM 17.5% 1-Year Est. Return

TIAA Trust, National Association's UBS Position: Q1 2026 in Review

TIAA Trust, National Association sold out of UBS Group (UBS) in Q1 2026, closing a stake of 4,480 shares — an estimated $207K sold.

TIAA Trust, National Association first reported a position in UBS in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • TIAA Trust, National Association reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 4,480 UBS Group shares in Q1 2026, an estimated $207K.
  • TIAA Trust, National Association first reported a position in UBS Group in Q4 2025 and held it in 1 quarter.
  • TIAA Trust, National Association's UBS Group position peaked at $207K in Q4 2025.
  • 685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.