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Arlington Trust’s UBS Group UBS Stock Holding History

Arlington 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 		$8.92K Hold
180
– – ﹤0.01% 486
2026
Q1 		$7.03K Buy
+180
New +$7.7K ﹤0.01% 482
2025
Q4 		– Sell
-235
Closed -$9.63K – 620
2025
Q3 		$9.63K Sell
235
-26
-10% -$1.01K ﹤0.01% 482
2025
Q2 		$8.83K Buy
261
+26
+11% +$805 ﹤0.01% 497
2025
Q1 		$7.2K Hold
235
– – ﹤0.01% 530
2024
Q4 		$7.13K Hold
235
– – ﹤0.01% 482
2024
Q3 		$7.26K Hold
235
– – ﹤0.01% 468
2024
Q2 		$6.94K Hold
235
– – ﹤0.01% 467
2024
Q1 		$7.22K Hold
235
– – ﹤0.01% 404
2023
Q4 		$7.26K Buy
+235
New +$6.18K ﹤0.01% 432

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

Arlington Trust's UBS Position: Q2 2026 in Review

Arlington Trust held its UBS Group (UBS) position steady in Q2 2026 at 180 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Arlington Trust first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.63K in Q3 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Arlington Trust held 180 shares of UBS Group worth $8.92K as of Q2 2026.
  • Arlington Trust left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #486 holding.
  • Arlington Trust first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
  • Arlington Trust's UBS Group position peaked at $9.63K in Q3 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.