Basepoint Wealth’s UBS Group UBS Stock Holding History

Basepoint 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	$2.8K	Hold	56	–	–	﹤0.01%	501
2026 Q1	$2.21K	Hold	56	–	–	﹤0.01%	532
2025 Q4	$2.61K	Buy	+56	New	+$2.26K	﹤0.01%	501

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

Basepoint Wealth's UBS Position: Q2 2026 in Review

Basepoint Wealth held its UBS Group (UBS) position steady in Q2 2026 at 56 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Basepoint Wealth first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Basepoint Wealth held 56 shares of UBS Group worth $2.8K as of Q2 2026.
Basepoint Wealth left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #501 holding.
Basepoint Wealth first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.