Xponance’s UBS Group UBS Stock Holding History

Xponance’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	-25,011	Closed	-$1.17M	–	1731
2025 Q4	$1.17M	Buy	+25,011	New	+$1.01M	0.01%	650
2021 Q2	–	Sell	-11,562	Closed	-$180K	–	1261
2021 Q1	$180K	Buy	+11,562	New	+$178K	﹤0.01%	1025

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

Xponance's UBS Position: Q1 2026 in Review

Xponance sold out of UBS Group (UBS) in Q1 2026, closing a stake of 25,011 shares — an estimated $1.17M sold.

Xponance first reported a position in UBS in Q1 2021 and held it in 2 quarters. The position peaked at $1.17M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Xponance reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Xponance sold 25,011 UBS Group shares in Q1 2026, an estimated $1.17M.
Xponance first reported a position in UBS Group in Q1 2021 and held it in 2 quarters.
Xponance's UBS Group position peaked at $1.17M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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