UBS Group
UG icon

UBS Group’s United-Guardian UG Stock Holding History

UBS Group’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.28K Buy
489
+156
+47% +$1.02K ﹤0.01% 9116
2025
Q4 		$2.05K Sell
333
-21,244
-98% -$140K ﹤0.01% 9393
2025
Q3 		$170K Sell
21,577
-8,176
-27% -$67.3K ﹤0.01% 6768
2025
Q2 		$238K Buy
29,753
+4,723
+19% +$39.1K ﹤0.01% 6602
2025
Q1 		$225K Buy
25,030
+3,158
+14% +$32.5K ﹤0.01% 6470
2024
Q4 		$209K Sell
21,872
-3,028
-12% -$34.8K ﹤0.01% 6424
2024
Q3 		$395K Sell
24,900
-5,487
-18% -$68.5K ﹤0.01% 5396
2024
Q2 		$272K Sell
30,387
-4,960
-14% -$42.5K ﹤0.01% 5446
2024
Q1 		$270K Buy
35,347
+2,942
+9% +$23.6K ﹤0.01% 5654
2023
Q4 		$233K Sell
32,405
-1,120
-3% -$8.18K ﹤0.01% 5687
2023
Q3 		$252K Buy
33,525
+4,868
+17% +$37.9K ﹤0.01% 5202
2023
Q2 		$237K Buy
28,657
+2,823
+11% +$25.9K ﹤0.01% 5370
2023
Q1 		$243K Buy
25,834
+7,289
+39% +$78.8K ﹤0.01% 5242
2022
Q4 		$194K Sell
18,545
-9,033
-33% -$109K ﹤0.01% 5482
2022
Q3 		$314K Sell
27,578
-5,713
-17% -$83.7K ﹤0.01% 4737
2022
Q2 		$499K Buy
33,291
+15,634
+89% +$310K ﹤0.01% 4261
2022
Q1 		$401K Buy
17,657
+1,207
+7% +$22.5K ﹤0.01% 4844
2021
Q4 		$271K Buy
16,450
+928
+6% +$14K ﹤0.01% 5443
2021
Q3 		$220K Sell
15,522
-632
-4% -$9.62K ﹤0.01% 5242
2021
Q2 		$242K Buy
16,154
+534
+3% +$8.25K ﹤0.01% 5225
2021
Q1 		$237K Sell
15,620
-901
-5% -$12.9K ﹤0.01% 5361
2020
Q4 		$238K Sell
16,521
-427
-3% -$6.24K ﹤0.01% 5136
2020
Q3 		$256K Buy
16,948
+427
+3% +$6.38K ﹤0.01% 4644
2020
Q2 		$245K Sell
16,521
-845
-5% -$12.6K ﹤0.01% 4658
2020
Q1 		$251K Buy
17,366
+10,838
+166% +$179K ﹤0.01% 4554
2019
Q4 		$128K Sell
6,528
-383
-6% -$7.36K ﹤0.01% 5874
2019
Q3 		$131K Buy
6,911
+1,213
+21% +$23.6K ﹤0.01% 5589
2019
Q2 		$107K Buy
5,698
+329
+6% +$6.34K ﹤0.01% 5330
2019
Q1 		$103K Sell
5,369
-109
-2% -$2.13K ﹤0.01% 5051
2018
Q4 		$100K Sell
5,478
-87
-2% -$1.5K ﹤0.01% 5548
2018
Q3 		$90K Buy
5,565
+230
+4% +$4.22K ﹤0.01% 5683
2018
Q2 		$102K Buy
5,335
+121
+2% +$2.23K ﹤0.01% 5429
2018
Q1 		$93K Sell
5,214
-289
-5% -$5.28K ﹤0.01% 5267
2017
Q4 		$102K Sell
5,503
-940
-15% -$17.3K ﹤0.01% 5336
2017
Q3 		$126K Buy
6,443
+1,259
+24% +$20.9K ﹤0.01% 5174
2017
Q2 		$80K Sell
5,184
-968
-16% -$14.4K ﹤0.01% 5318
2017
Q1 		$91K Buy
6,152
+2,355
+62% +$35.7K ﹤0.01% 5126
2016
Q4 		$59K Buy
3,797
+342
+10% +$5.29K ﹤0.01% 5697
2016
Q3 		$50K Buy
3,455
+469
+16% +$7.07K ﹤0.01% 5520
2016
Q2 		$48K Buy
2,986
+110
+4% +$1.94K ﹤0.01% 5560
2016
Q1 		$59K Sell
2,876
-168
-6% -$3.57K ﹤0.01% 5370
2015
Q4 		$58K Hold
3,044
– – ﹤0.01% 5692
2015
Q3 		$55K Sell
3,044
-328
-10% -$6.19K ﹤0.01% 5760
2015
Q2 		$64K Sell
3,372
-1,162
-26% -$23K ﹤0.01% 5786
2015
Q1 		$85K Buy
4,534
+627
+16% +$12.3K ﹤0.01% 5555
2014
Q4 		$77K Buy
+3,907
New +$80.2K ﹤0.01% 5972

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group's UG Position: Q1 2026 in Review

UBS Group increased its United-Guardian (UG) stake by 47% in Q1 2026, buying an estimated $1.02K and bringing the position to 489 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #9116.

UBS Group first reported a position in UG in Q4 2014 and has held it in 46 quarters since. The position peaked at $499K in Q2 2022. 26 funds tracked by Wall St. Rank hold UG as of Q1 2026.

  • UBS Group held 489 shares of United-Guardian worth $3.28K as of Q1 2026.
  • UBS Group bought 156 United-Guardian shares in Q1 2026, an estimated $1.02K.
  • United-Guardian made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9116 holding.
  • UBS Group first reported a position in United-Guardian in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's United-Guardian position peaked at $499K in Q2 2022.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.