WA
UBS icon

Waverly Advisors’s UBS Group UBS Stock Holding History

Waverly 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 		$636K Sell
16,290
-58
-0.4% -$2.48K ﹤0.01% 973
2025
Q4 		$757K Buy
16,348
+671
+4% +$27.1K 0.01% 852
2025
Q3 		$643K Buy
15,677
+113
+0.7% +$4.39K 0.01% 770
2025
Q2 		$526K Sell
15,564
-1,306
-8% -$40.4K 0.01% 783
2025
Q1 		$517K Sell
16,870
-750
-4% -$25K 0.01% 762
2024
Q4 		$534K Buy
+17,620
New +$558K 0.01% 668

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

Waverly Advisors's UBS Position: Q1 2026 in Review

Waverly Advisors reduced its UBS Group (UBS) stake by 0.35% in Q1 2026, selling an estimated $2.48K and leaving 16,290 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Waverly Advisors first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $757K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Waverly Advisors held 16,290 shares of UBS Group worth $636K as of Q1 2026.
  • Waverly Advisors sold 58 UBS Group shares in Q1 2026, an estimated $2.48K.
  • UBS Group made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #973 holding.
  • Waverly Advisors first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's UBS Group position peaked at $757K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.