AW
UBS icon

Alaethes Wealth’s UBS Group UBS Stock Holding History

Alaethes 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 		$3.46M Sell
69,731
-112
-0.2% -$5.1K 1% 26
2026
Q1 		$2.73M Buy
69,843
+117
+0.2% +$5.01K 0.78% 36
2025
Q4 		$3.23M Sell
69,726
-331
-0.5% -$13.4K 0.91% 26
2025
Q3 		$2.87M Sell
70,057
-5,069
-7% -$197K 0.81% 32
2025
Q2 		$2.54M Buy
75,126
+2,305
+3% +$71.3K 0.76% 40
2025
Q1 		$2.23M Buy
72,821
+1,078
+2% +$36K 0.82% 40
2024
Q4 		$2.18M Buy
71,743
+632
+0.9% +$20K 0.78% 40
2024
Q3 		$2.2M Sell
71,111
-4,546
-6% -$137K 0.81% 34
2024
Q2 		$2.23M Buy
75,657
+920
+1% +$27.3K 0.92% 29
2024
Q1 		$2.3M Sell
74,737
-623
-0.8% -$18.4K 1% 30
2023
Q4 		$2.33M Sell
75,360
-377
-0.5% -$9.91K 1.1% 22
2023
Q3 		$1.87M Sell
75,737
-4,025
-5% -$94K 1.02% 26
2023
Q2 		$1.62M Buy
79,762
+1,044
+1% +$21K 0.89% 37
2023
Q1 		$1.68M Buy
78,718
+4,387
+6% +$91.5K 0.98% 25
2022
Q4 		$1.39M Sell
74,331
-6,782
-8% -$115K 0.95% 38
2022
Q3 		$1.18M Buy
81,113
+4,451
+6% +$71.3K 0.87% 37
2022
Q2 		$1.24M Buy
+76,662
New +$1.34M 0.92% 33

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Alaethes Wealth's UBS Position: Q2 2026 in Review

Alaethes Wealth reduced its UBS Group (UBS) stake by 0.16% in Q2 2026, selling an estimated $5.1K and leaving 69,731 shares worth $3.46M. The position accounts for 1% of the portfolio, ranked #26.

Alaethes Wealth first reported a position in UBS in Q2 2022 and has held it in 17 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Alaethes Wealth held 69,731 shares of UBS Group worth $3.46M as of Q2 2026.
  • Alaethes Wealth sold 112 UBS Group shares in Q2 2026, an estimated $5.1K.
  • UBS Group made up 1% of Alaethes Wealth's portfolio in Q2 2026, its #26 holding.
  • Alaethes Wealth first reported a position in UBS Group in Q2 2022 and has held it in 17 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.