55 North Private Wealth’s UBS Group UBS Stock Holding History

55 North Private Wealth’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 Q2	$355K	Buy	+7,162	New	+$326K	0.07%	144
2026 Q1	–	Sell	-4,659	Closed	-$216K	–	226
2025 Q4	$216K	Buy	+4,659	New	+$188K	0.06%	178

Other funds holding UBS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

55 North Private Wealth's UBS Position: Q2 2026 in Review

55 North Private Wealth opened a new position in UBS Group (UBS) in Q2 2026: 7,162 shares worth $355K. The stake represents 0.07% of the portfolio and ranks #144 among its holdings. This is a return to the name: 55 North Private Wealth previously reported a position in UBS as recently as Q4 2025.

55 North Private Wealth first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

55 North Private Wealth held 7,162 shares of UBS Group worth $355K as of Q2 2026.
UBS Group was a new 55 North Private Wealth position in Q2 2026.
UBS Group made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #144 holding.
55 North Private Wealth first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
759 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.