WealthCollab’s UBS Group UBS Stock Holding History

WealthCollab’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	$19.9K	Hold	509	–	–	0.01%	373
2025 Q4	$23.6K	Hold	509	–	–	0.01%	356
2025 Q3	$20.9K	Buy	509 +56	+12%	+$2.17K	0.01%	351
2025 Q2	$15.3K	Buy	453 +145	+47%	+$4.49K	0.01%	389
2025 Q1	$9.44K	Hold	308	–	–	0.01%	477
2024 Q4	$9.34K	Hold	308	–	–	0.01%	459
2024 Q3	$9.52K	Hold	308	–	–	0.01%	467
2024 Q2	$9.1K	Buy	308 +126	+69%	+$3.75K	0.01%	451
2024 Q1	$5.59K	Hold	182	–	–	﹤0.01%	561
2023 Q4	$5.62K	Buy	+182	New	+$4.79K	﹤0.01%	542

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

WealthCollab's UBS Position: Q1 2026 in Review

WealthCollab held its UBS Group (UBS) position steady in Q1 2026 at 509 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #373.

WealthCollab first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.6K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

WealthCollab held 509 shares of UBS Group worth $19.9K as of Q1 2026.
WealthCollab left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 0.01% of WealthCollab's portfolio in Q1 2026, its #373 holding.
WealthCollab first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
WealthCollab's UBS Group position peaked at $23.6K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.