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BOLTON SECURITIES CORPORATION’s UBS Group UBS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$6.25K Buy
+160
New +$6.85K ﹤0.01% 1715
2025
Q3 		$6.56K Buy
+160
New +$6.21K ﹤0.01% 1644
2025
Q1 		$4.9K Buy
+160
New +$5.34K ﹤0.01% 1589

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cevian Capital II
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UBS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in UBS Group (UBS) in Q1 2026: 160 shares worth $6.25K. The stake represents ﹤0.01% of the portfolio and ranks #1715 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in UBS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in UBS in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.56K in Q3 2025. 691 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 160 shares of UBS Group worth $6.25K as of Q1 2026.
  • UBS Group was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • UBS Group made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1715 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in UBS Group in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's UBS Group position peaked at $6.56K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.