Winning Points Advisors’s UBS Group UBS Stock Holding History

Winning Points 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	$627K	Sell	39,725 -55	-0.1%	-$2.35K	0.84%	25
2025 Q4	$695K	Buy	+39,780	New	+$1.61M	0.74%	21
2024 Q3	$384K	Buy	+15,534	New	+$467K	0.65%	23
2024 Q1	$551K	Hold	17,821	–	–	0.85%	20
2023 Q4	$551K	Buy	17,821 +2,287	+15%	+$60.1K	0.85%	20
2023 Q3	$384K	Sell	15,534 -2,287	-13%	-$53.4K	0.68%	21
2023 Q2	$551K	Buy	+17,821	New	+$358K	0.85%	20
2022 Q4	–	Sell	-27,202	Closed	-$409K	–	53
2022 Q3	$409K	Hold	27,202	–	–	0.5%	33
2022 Q2	$441K	Hold	27,202	–	–	0.48%	34
2022 Q1	$532K	Buy	+27,202	New	+$515K	0.41%	36
2021 Q4	–	Sell	-27,202	Closed	-$433K	–	80
2021 Q3	$433K	Buy	27,202 +113	+0.4%	+$1.83K	0.32%	44
2021 Q2	$416K	Hold	27,089	–	–	0.31%	45
2021 Q1	$421K	Buy	27,089 +857	+3%	+$13.2K	0.32%	48
2020 Q4	$370K	Buy	26,232 +995	+4%	+$13.2K	0.3%	45
2020 Q3	$281K	Buy	25,237 +2,237	+10%	+$26.8K	0.24%	48
2020 Q2	$267K	Hold	23,000	–	–	0.25%	45
2020 Q1	$213K	Buy	+23,000	New	+$265K	0.21%	53

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

Winning Points Advisors's UBS Position: Q1 2026 in Review

Winning Points Advisors reduced its UBS Group (UBS) stake by 0.14% in Q1 2026, selling an estimated $2.35K and leaving 39,725 shares worth $627K. The position accounts for 0.84% of the portfolio, ranked #25.

Winning Points Advisors first reported a position in UBS in Q1 2020 and has held it in 17 quarters since. The position peaked at $695K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Winning Points Advisors held 39,725 shares of UBS Group worth $627K as of Q1 2026.
Winning Points Advisors sold 55 UBS Group shares in Q1 2026, an estimated $2.35K.
UBS Group made up 0.84% of Winning Points Advisors's portfolio in Q1 2026, its #25 holding.
Winning Points Advisors first reported a position in UBS Group in Q1 2020 and has held it in 17 quarters since.
Winning Points Advisors's UBS Group position peaked at $695K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Winning Points Advisors's 13F filing for Q1 2026, filed 30 Jun 2026.