Verition Fund Management
UBS icon

Verition Fund Management’s UBS Group UBS Stock Holding History

Verition Fund 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 		$716K Buy
+18,328
New +$784K ﹤0.01% 1452
2025
Q4 		– Sell
-13,910
Closed -$570K – 3963
2025
Q3 		$570K Sell
13,910
-7,883
-36% -$306K ﹤0.01% 2947
2025
Q2 		$737K Buy
+21,793
New +$674K ﹤0.01% 2683
2025
Q1 		– Sell
-22,958
Closed -$696K – 3727
2024
Q4 		$696K Sell
22,958
-8,256
-26% -$262K ﹤0.01% 2269
2024
Q3 		$965K Buy
31,214
+11,531
+59% +$347K ﹤0.01% 1911
2024
Q2 		$581K Buy
19,683
+9,795
+99% +$291K ﹤0.01% 1975
2024
Q1 		$304K Buy
9,888
+3,376
+52% +$99.7K ﹤0.01% 2293
2023
Q4 		$201K Sell
6,512
-6,340
-49% -$167K ﹤0.01% 2042
2023
Q3 		$317K Buy
12,852
+833
+7% +$19.5K ﹤0.01% 1699
2023
Q2 		$244K Sell
12,019
-9,934
-45% -$200K ﹤0.01% 1712
2023
Q1 		$468K Buy
21,953
+10,166
+86% +$212K 0.01% 1276
2022
Q4 		$220K Hold
11,787
– – ﹤0.01% 1690
2022
Q3 		$171K Hold
11,787
– – ﹤0.01% 2526
2022
Q2 		$191K Buy
+11,787
New +$207K ﹤0.01% 1969
2020
Q4 		– Sell
-13,429
Closed -$150K – 1401
2020
Q3 		$150K Buy
+13,429
New +$161K ﹤0.01% 966
2019
Q2 		– Sell
-12,429
Closed -$151K – 1386
2019
Q1 		$151K Buy
+12,429
New +$157K 0.01% 998
2017
Q1 		– Sell
-18,434
Closed -$289K – 1470
2016
Q4 		$289K Buy
+18,434
New +$278K 0.02% 848
2016
Q3 		– Sell
-14,721
Closed -$191K – 1313
2016
Q2 		$191K Buy
+14,721
New +$225K 0.02% 783

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

Verition Fund Management's UBS Position: Q1 2026 in Review

Verition Fund Management opened a new position in UBS Group (UBS) in Q1 2026: 18,328 shares worth $716K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings. This is a return to the name: Verition Fund Management previously reported a position in UBS as recently as Q3 2025.

Verition Fund Management first reported a position in UBS in Q2 2016 and has held it in 18 quarters since. The position peaked at $965K in Q3 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Verition Fund Management held 18,328 shares of UBS Group worth $716K as of Q1 2026.
  • UBS Group was a new Verition Fund Management position in Q1 2026.
  • UBS Group made up ﹤0.01% of Verition Fund Management's portfolio in Q1 2026, its #1452 holding.
  • Verition Fund Management first reported a position in UBS Group in Q2 2016 and has held it in 18 quarters since.
  • Verition Fund Management's UBS Group position peaked at $965K in Q3 2024.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.