Winton Group’s UBS Group UBS Stock Holding History

Winton Group’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	–	Sell	-9,300	Closed	-$431K	–	1378
2025 Q4	$431K	Buy	+9,300	New	+$376K	0.01%	667

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 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 $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Winton Group's UBS Position: Q1 2026 in Review

Winton Group sold out of UBS Group (UBS) in Q1 2026, closing a stake of 9,300 shares — an estimated $431K sold.

Winton Group first reported a position in UBS in Q4 2025 and held it in 1 quarter. The position peaked at $431K in Q4 2025. 684 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Winton Group reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Winton Group sold 9,300 UBS Group shares in Q1 2026, an estimated $431K.
Winton Group first reported a position in UBS Group in Q4 2025 and held it in 1 quarter.
Winton Group's UBS Group position peaked at $431K in Q4 2025.
684 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.