Vise Technologies’s UBS Group UBS Stock Holding History

Vise Technologies’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	$2.27M	Hold	48,911	–	–	0.04%	331
2025 Q4	$2.27M	Sell	48,911 -19,466	-28%	-$787K	0.04%	332
2025 Q3	$2.8M	Buy	68,377 +11,274	+20%	+$438K	0.1%	183
2025 Q2	$1.93M	Buy	+57,103	New	+$1.77M	0.08%	266
2024 Q4	$1.64M	Buy	54,234 +7,690	+17%	+$244K	0.14%	157
2024 Q3	$1.44M	Sell	46,544 -2,346	-5%	-$70.5K	0.18%	114
2024 Q2	$1.44M	Buy	48,890 +8,471	+21%	+$252K	0.25%	89
2024 Q1	$1.24M	Buy	40,419 +2,416	+6%	+$71.4K	0.24%	91
2023 Q4	$1.17M	Sell	38,003 -107	-0.3%	-$2.81K	0.25%	96
2023 Q3	$939K	Sell	38,110 -1,176	-3%	-$27.5K	0.23%	103
2023 Q2	$796K	Buy	39,286 +7,659	+24%	+$154K	0.19%	118
2023 Q1	$675K	Buy	31,627 +4,409	+16%	+$92K	0.18%	127
2022 Q4	$508K	Sell	27,218 -2,518	-8%	-$42.8K	0.16%	146
2022 Q3	$431K	Buy	29,736 +6,617	+29%	+$106K	0.16%	149
2022 Q2	$375K	Buy	23,119 +9,723	+73%	+$170K	0.15%	166
2022 Q1	$262K	Buy	+13,396	New	+$253K	0.1%	193

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

Vise Technologies's UBS Position: Q1 2026 in Review

Vise Technologies held its UBS Group (UBS) position steady in Q1 2026 at 48,911 shares worth $2.27M. The position accounts for 0.04% of the portfolio, ranked #331.

Vise Technologies first reported a position in UBS in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.8M in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Vise Technologies held 48,911 shares of UBS Group worth $2.27M as of Q1 2026.
Vise Technologies left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 0.04% of Vise Technologies's portfolio in Q1 2026, its #331 holding.
Vise Technologies first reported a position in UBS Group in Q1 2022 and has held it in 16 quarters since.
Vise Technologies's UBS Group position peaked at $2.8M in Q3 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.