Tucker Asset Management’s UBS Group UBS Stock Holding History

Tucker Asset Management’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	-195	Closed	-$9.03K	–	987
2025 Q4	$9.03K	Buy	+195	New	+$7.88K	﹤0.01%	593
2025 Q1	–	Sell	-4	Closed	-$121	–	890
2024 Q4	$121	Hold	4	–	–	﹤0.01%	1474
2024 Q3	$124	Hold	4	–	–	﹤0.01%	1393
2024 Q2	$118	Hold	4	–	–	﹤0.01%	1594
2024 Q1	$123	Hold	4	–	–	﹤0.01%	1565
2023 Q4	$124	Sell	4 -40	-91%	-$1.05K	﹤0.01%	1393
2023 Q3	$1.08K	Hold	44	–	–	﹤0.01%	1159
2023 Q2	$892	Buy	+44	New	+$885	﹤0.01%	986

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Tucker Asset Management's UBS Position: Q1 2026 in Review

Tucker Asset Management sold out of UBS Group (UBS) in Q1 2026, closing a stake of 195 shares — an estimated $9.03K sold.

Tucker Asset Management first reported a position in UBS in Q2 2023 and held it in 8 quarters. The position peaked at $9.03K in Q4 2025. 686 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Tucker Asset Management reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 195 UBS Group shares in Q1 2026, an estimated $9.03K.
Tucker Asset Management first reported a position in UBS Group in Q2 2023 and held it in 8 quarters.
Tucker Asset Management's UBS Group position peaked at $9.03K in Q4 2025.
686 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.