Atlantic Union Bankshares’s UBS Group UBS Stock Holding History

Atlantic Union Bankshares’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	$127K	Hold	2,564	–	–	﹤0.01%	725
2026 Q1	$100K	Hold	2,564	–	–	﹤0.01%	743
2025 Q4	$119K	Hold	2,564	–	–	﹤0.01%	704
2025 Q3	$105K	Hold	2,564	–	–	﹤0.01%	747
2025 Q2	$86.7K	Buy	+2,564	New	+$79.3K	﹤0.01%	576

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

Atlantic Union Bankshares's UBS Position: Q2 2026 in Review

Atlantic Union Bankshares held its UBS Group (UBS) position steady in Q2 2026 at 2,564 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Atlantic Union Bankshares first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Atlantic Union Bankshares held 2,564 shares of UBS Group worth $127K as of Q2 2026.
Atlantic Union Bankshares left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #725 holding.
Atlantic Union Bankshares first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.