Banque Transatlantique’s UBS Group UBS Stock Holding History

Banque Transatlantique’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	$3.59M	Buy	72,543 +2,308	+3%	+$105K	0.08%	88
2026 Q1	$2.7M	Buy	70,235 +65,388	+1,349%	+$2.8M	0.06%	83
2025 Q4	$226K	Hold	4,847	–	–	0.01%	118
2025 Q3	$198K	Buy	+4,847	New	+$188K	﹤0.01%	123
2025 Q2	–	Sell	-4,847	Closed	-$147K	–	263
2025 Q1	$147K	Buy	+4,847	New	+$162K	﹤0.01%	123

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

Banque Transatlantique's UBS Position: Q2 2026 in Review

Banque Transatlantique increased its UBS Group (UBS) stake by 3.3% in Q2 2026, buying an estimated $105K and bringing the position to 72,543 shares worth $3.59M. The position accounts for 0.08% of the portfolio, ranked #88.

Banque Transatlantique first reported a position in UBS in Q1 2025 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Banque Transatlantique held 72,543 shares of UBS Group worth $3.59M as of Q2 2026.
Banque Transatlantique bought 2,308 UBS Group shares in Q2 2026, an estimated $105K.
UBS Group made up 0.08% of Banque Transatlantique's portfolio in Q2 2026, its #88 holding.
Banque Transatlantique first reported a position in UBS Group in Q1 2025 and has held it in 5 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.