American Trust’s UBS Group UBS Stock Holding History

American Trust’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	$223K	Buy	+4,502	New	+$205K	0.02%	300
2026 Q1	–	Sell	-4,879	Closed	-$226K	–	349
2025 Q4	$226K	Buy	+4,879	New	+$197K	0.02%	292
2024 Q1	–	Sell	-9,217	Closed	-$285K	–	316
2023 Q4	$285K	Buy	+9,217	New	+$242K	0.02%	216

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

American Trust's UBS Position: Q2 2026 in Review

American Trust opened a new position in UBS Group (UBS) in Q2 2026: 4,502 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings. This is a return to the name: American Trust previously reported a position in UBS as recently as Q4 2025.

American Trust first reported a position in UBS in Q4 2023 and has held it in 3 quarters since. The position peaked at $285K in Q4 2023. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

American Trust held 4,502 shares of UBS Group worth $223K as of Q2 2026.
UBS Group was a new American Trust position in Q2 2026.
UBS Group made up 0.02% of American Trust's portfolio in Q2 2026, its #300 holding.
American Trust first reported a position in UBS Group in Q4 2023 and has held it in 3 quarters since.
American Trust's UBS Group position peaked at $285K in Q4 2023.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.