TRCT
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Tower Research Capital (TRC)’s UBS Group UBS Stock Holding History

Tower Research Capital (TRC)’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 		$869K Buy
22,235
+22,200
+63,429% +$950K 0.02% 596
2025
Q4 		$1.62K Sell
35
-562
-94% -$22.7K ﹤0.01% 4668
2025
Q3 		$24.5K Sell
597
-18,344
-97% -$712K ﹤0.01% 3121
2025
Q2 		$641K Sell
18,941
-5,941
-24% -$184K 0.02% 794
2025
Q1 		$762K Buy
24,882
+19,020
+324% +$634K 0.02% 624
2024
Q4 		$178K Sell
5,862
-491
-8% -$15.6K ﹤0.01% 1797
2024
Q3 		$196K Sell
6,353
-6,054
-49% -$182K 0.01% 1636
2024
Q2 		$367K Sell
12,407
-14,641
-54% -$435K 0.01% 1594
2024
Q1 		$831K Buy
27,048
+3,896
+17% +$115K 0.02% 600
2023
Q4 		$715K Buy
23,152
+14,275
+161% +$375K 0.01% 1091
2023
Q3 		$219K Buy
8,877
+6,480
+270% +$151K 0.01% 1373
2023
Q2 		$48.6K Buy
2,397
+2,383
+17,021% +$47.9K ﹤0.01% 2605
2023
Q1 		$0 Sell
14
-135
-91% -$2.82K ﹤0.01% 6289
2022
Q4 		$3K Sell
149
-2,012
-93% -$34.2K ﹤0.01% 5242
2022
Q3 		$31K Sell
2,161
-6,114
-74% -$97.9K ﹤0.01% 3585
2022
Q2 		$134K Sell
8,275
-19,277
-70% -$338K ﹤0.01% 2065
2022
Q1 		$538K Buy
27,552
+26,503
+2,527% +$501K 0.01% 1102
2021
Q4 		$19K Sell
1,049
-9,212
-90% -$162K ﹤0.01% 3747
2021
Q3 		$164K Buy
+10,261
New +$166K ﹤0.01% 1993
2021
Q1 		– Sell
-1,771
Closed -$25K – 5738
2020
Q4 		$25K Sell
1,771
-6,895
-80% -$91.3K ﹤0.01% 3734
2020
Q3 		$97K Buy
8,666
+5,893
+213% +$70.6K ﹤0.01% 3167
2020
Q2 		$32K Buy
2,773
+830
+43% +$8.55K ﹤0.01% 3405
2020
Q1 		$18K Sell
1,943
-22,895
-92% -$264K ﹤0.01% 1777
2019
Q4 		$312K Buy
24,838
+20,258
+442% +$241K 0.03% 432
2019
Q3 		$52K Sell
4,580
-1,551
-25% -$17.5K ﹤0.01% 1773
2019
Q2 		$72K Buy
6,131
+1,142
+23% +$14K ﹤0.01% 1364
2019
Q1 		$60K Buy
4,989
+4,434
+799% +$56.2K ﹤0.01% 1681
2018
Q4 		$7K Sell
555
-312
-36% -$4.23K ﹤0.01% 2718
2018
Q3 		$14K Buy
+867
New +$13.6K ﹤0.01% 2572
2018
Q2 		– Sell
-1,430
Closed -$25K – 4069
2018
Q1 		$25K Buy
1,430
+1,250
+694% +$23.8K ﹤0.01% 2064
2017
Q4 		$3K Sell
180
-420
-70% -$7.3K ﹤0.01% 3116
2017
Q3 		$10K Buy
600
+280
+88% +$4.79K ﹤0.01% 3078
2017
Q2 		$5K Buy
320
+79
+33% +$1.28K ﹤0.01% 2015
2017
Q1 		$4K Sell
241
-3,323
-93% -$53.5K ﹤0.01% 2348
2016
Q4 		$56K Sell
3,564
-1,449
-29% -$21.8K 0.01% 1362
2016
Q3 		$68K Sell
5,013
-2,163
-30% -$29.4K 0.01% 986
2016
Q2 		$93K Buy
7,176
+7,091
+8,342% +$108K 0.01% 1153
2016
Q1 		$1K Buy
85
+1
+1% +$16 ﹤0.01% 3791
2015
Q4 		$2K Buy
+84
New +$1.64K ﹤0.01% 3814
2015
Q3 		– Sell
-3,551
Closed -$75K – 4778
2015
Q2 		$75K Buy
3,551
+3,351
+1,676% +$70K 0.01% 1066
2015
Q1 		$4K Buy
+200
New +$3.48K ﹤0.01% 3433

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

Tower Research Capital (TRC)'s UBS Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its UBS Group (UBS) stake by 63,429% in Q1 2026, buying an estimated $950K and bringing the position to 22,235 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #596.

Tower Research Capital (TRC) first reported a position in UBS in Q1 2015 and has held it in 41 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Tower Research Capital (TRC) held 22,235 shares of UBS Group worth $869K as of Q1 2026.
  • Tower Research Capital (TRC) bought 22,200 UBS Group shares in Q1 2026, an estimated $950K.
  • UBS Group made up 0.02% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #596 holding.
  • Tower Research Capital (TRC) first reported a position in UBS Group in Q1 2015 and has held it in 41 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.