Truvestments Capital’s UBS Group UBS Stock Holding History

Truvestments Capital’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	$13.6K	Buy	348 +342	+5,700%	+$14.6K	﹤0.01%	705
2025 Q4	$278	Hold	6	–	–	﹤0.01%	973
2025 Q3	$246	Hold	6	–	–	﹤0.01%	990
2025 Q2	$203	Sell	6 -460	-99%	-$14.2K	﹤0.01%	923
2025 Q1	$14.3K	Buy	+466	New	+$15.5K	﹤0.01%	600
2022 Q1	–	Sell	-417	Closed	-$7K	–	521
2021 Q4	$7K	Hold	417	–	–	﹤0.01%	446
2021 Q3	$7K	Hold	417	–	–	﹤0.01%	424
2021 Q2	$6K	Buy	417 +8	+2%	+$126	﹤0.01%	443
2021 Q1	$6K	Hold	409	–	–	﹤0.01%	510
2020 Q4	$5K	Buy	+409	New	+$5.42K	﹤0.01%	500
2020 Q3	–	Sell	-827	Closed	-$9K	–	537
2020 Q2	$9K	Sell	827 -242	-23%	-$2.49K	0.01%	393
2020 Q1	$9K	Buy	+1,069	New	+$12.3K	0.01%	364
2019 Q4	–	Sell	-1,069	Closed	-$12K	–	555
2019 Q3	$12K	Hold	1,069	–	–	0.01%	480
2019 Q2	$13K	Buy	1,069 +58	+6%	+$711	0.01%	497
2019 Q1	$12K	Buy	+1,011	New	+$12.8K	0.01%	497
2018 Q3	$16K	Buy	+1,011	New	+$15.9K	0.01%	560

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

Truvestments Capital's UBS Position: Q1 2026 in Review

Truvestments Capital increased its UBS Group (UBS) stake by 5,700% in Q1 2026, buying an estimated $14.6K and bringing the position to 348 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Truvestments Capital first reported a position in UBS in Q3 2018 and has held it in 16 quarters since. The position peaked at $16K in Q3 2018. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Truvestments Capital held 348 shares of UBS Group worth $13.6K as of Q1 2026.
Truvestments Capital bought 342 UBS Group shares in Q1 2026, an estimated $14.6K.
UBS Group made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #705 holding.
Truvestments Capital first reported a position in UBS Group in Q3 2018 and has held it in 16 quarters since.
Truvestments Capital's UBS Group position peaked at $16K in Q3 2018.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.