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Beverly Hills Private Wealth’s UBS Group UBS Stock Holding History

Beverly Hills Private 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 		$622K Sell
12,543
-412
-3% -$18.8K 0.12% 140
2026
Q1 		$506K Sell
12,955
-2,523
-16% -$108K 0.08% 183
2025
Q4 		$717K Sell
15,478
-17,314
-53% -$700K 0.12% 142
2025
Q3 		$1.34M Sell
32,792
-5,400
-14% -$210K 0.24% 110
2025
Q2 		$1.29M Sell
38,192
-4,638
-11% -$144K 0.24% 109
2025
Q1 		$1.31M Buy
42,830
+2,707
+7% +$90.3K 0.26% 99
2024
Q4 		$1.22M Buy
40,123
+4,076
+11% +$129K 0.25% 104
2024
Q3 		$1.11M Buy
36,047
+4,993
+16% +$150K 0.23% 116
2024
Q2 		$917K Buy
31,054
+5,392
+21% +$160K 0.2% 126
2024
Q1 		$788K Sell
25,662
-465
-2% -$13.7K 0.18% 122
2023
Q4 		$807K Buy
26,127
+9,907
+61% +$261K 0.21% 108
2023
Q3 		$400K Sell
16,220
-6,493
-29% -$152K 0.12% 183
2023
Q2 		$497K Buy
22,713
+11,283
+99% +$227K 0.08% 230
2023
Q1 		$244K Buy
+11,430
New +$238K 0.08% 241

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

Beverly Hills Private Wealth's UBS Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its UBS Group (UBS) stake by 3.2% in Q2 2026, selling an estimated $18.8K and leaving 12,543 shares worth $622K. The position accounts for 0.12% of the portfolio, ranked #140.

Beverly Hills Private Wealth first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.34M in Q3 2025. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Beverly Hills Private Wealth held 12,543 shares of UBS Group worth $622K as of Q2 2026.
  • Beverly Hills Private Wealth sold 412 UBS Group shares in Q2 2026, an estimated $18.8K.
  • UBS Group made up 0.12% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #140 holding.
  • Beverly Hills Private Wealth first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's UBS Group position peaked at $1.34M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.