U.S. Capital Wealth Advisors’s UBS Group UBS Stock Holding History

U.S. Capital Wealth Advisors’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	$779K	Buy	19,945 +40	+0.2%	+$1.71K	0.02%	576
2025 Q4	$922K	Buy	19,905 +260	+1%	+$10.5K	0.02%	515
2025 Q3	$805K	Buy	19,645 +979	+5%	+$38K	0.02%	520
2025 Q2	$631K	Buy	18,666 +975	+6%	+$30.2K	0.02%	543
2025 Q1	$542K	Buy	17,691 +3,536	+25%	+$118K	0.02%	573
2024 Q4	$429K	Buy	14,155 +4,675	+49%	+$148K	0.01%	600
2024 Q3	$293K	Sell	9,480 -1,421	-13%	-$42.7K	0.01%	595
2024 Q2	$322K	Buy	10,901 +591	+6%	+$17.6K	0.01%	553
2024 Q1	$317K	Sell	10,310 -1,395	-12%	-$41.2K	0.01%	555
2023 Q4	$362K	Buy	+11,705	New	+$308K	0.01%	519
2023 Q1	–	Sell	-271	Closed	-$5.06K	–	1473
2022 Q4	$5.06K	Buy	+271	New	+$4.61K	﹤0.01%	1380

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

U.S. Capital Wealth Advisors's UBS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its UBS Group (UBS) stake by 0.2% in Q1 2026, buying an estimated $1.71K and bringing the position to 19,945 shares worth $779K. The position accounts for 0.02% of the portfolio, ranked #576.

U.S. Capital Wealth Advisors first reported a position in UBS in Q4 2022 and has held it in 11 quarters since. The position peaked at $922K in Q4 2025. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

U.S. Capital Wealth Advisors held 19,945 shares of UBS Group worth $779K as of Q1 2026.
U.S. Capital Wealth Advisors bought 40 UBS Group shares in Q1 2026, an estimated $1.71K.
UBS Group made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #576 holding.
U.S. Capital Wealth Advisors first reported a position in UBS Group in Q4 2022 and has held it in 11 quarters since.
U.S. Capital Wealth Advisors's UBS Group position peaked at $922K in Q4 2025.
683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.