Vident Advisory’s UBS Group UBS Stock Holding History

Vident Advisory’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	$2.84M	Buy	72,782 +3,229	+5%	+$138K	0.02%	516
2025 Q4	$3.22M	Sell	69,553 -13,524	-16%	-$546K	0.03%	436
2025 Q3	$3.41M	Sell	83,077 -38,743	-32%	-$1.5M	0.03%	405
2025 Q2	$4.12M	Sell	121,820 -2,573	-2%	-$79.6K	0.05%	321
2025 Q1	$3.8M	Buy	124,393 +11,384	+10%	+$380K	0.06%	292
2024 Q4	$3.44M	Sell	113,009 -4,336	-4%	-$137K	0.06%	289
2024 Q3	$3.63M	Buy	117,345 +63,868	+119%	+$1.92M	0.09%	224
2024 Q2	$1.58M	Buy	53,477 +10,929	+26%	+$325K	0.04%	445
2024 Q1	$1.31M	Buy	42,548 +5,790	+16%	+$171K	0.03%	500
2023 Q4	$1.14M	Buy	36,758 +1,912	+5%	+$50.3K	0.03%	525
2023 Q3	$859K	Buy	+34,846	New	+$814K	0.03%	557

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

Vident Advisory's UBS Position: Q1 2026 in Review

Vident Advisory increased its UBS Group (UBS) stake by 4.6% in Q1 2026, buying an estimated $138K and bringing the position to 72,782 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #516.

Vident Advisory first reported a position in UBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.12M in Q2 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Vident Advisory held 72,782 shares of UBS Group worth $2.84M as of Q1 2026.
Vident Advisory bought 3,229 UBS Group shares in Q1 2026, an estimated $138K.
UBS Group made up 0.02% of Vident Advisory's portfolio in Q1 2026, its #516 holding.
Vident Advisory first reported a position in UBS Group in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's UBS Group position peaked at $4.12M in Q2 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.