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Westend Capital Management’s UBS Group UBS Stock Holding History

Westend Capital 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 		$7.46K Sell
191
-8
-4% -$342 ﹤0.01% 175
2025
Q4 		$9.22K Hold
199
– – ﹤0.01% 157
2025
Q3 		$8.16K Buy
+199
New +$7.73K ﹤0.01% 153

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

Westend Capital Management's UBS Position: Q1 2026 in Review

Westend Capital Management reduced its UBS Group (UBS) stake by 4% in Q1 2026, selling an estimated $342 and leaving 191 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Westend Capital Management first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.22K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Westend Capital Management held 191 shares of UBS Group worth $7.46K as of Q1 2026.
  • Westend Capital Management sold 8 UBS Group shares in Q1 2026, an estimated $342.
  • UBS Group made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #175 holding.
  • Westend Capital Management first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • Westend Capital Management's UBS Group position peaked at $9.22K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.