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Bleakley Financial Group’s UBS Group UBS Stock Holding History

Bleakley Financial Group’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 		$4.62M Buy
93,266
+12,816
+16% +$584K 0.06% 261
2026
Q1 		$3.14M Buy
80,450
+16,210
+25% +$694K 0.05% 287
2025
Q4 		$2.97M Buy
64,240
+39,941
+164% +$1.61M 0.05% 279
2025
Q3 		$996K Buy
24,299
+5,793
+31% +$225K 0.02% 421
2025
Q2 		$626K Buy
18,506
+3,430
+23% +$106K 0.02% 461
2025
Q1 		$462K Buy
15,076
+3,074
+26% +$103K 0.01% 440
2024
Q4 		$364K Buy
12,002
+41
+0.3% +$1.3K 0.01% 718
2024
Q3 		$370K Buy
11,961
+1,410
+13% +$42.4K 0.01% 693
2024
Q2 		$312K Sell
10,551
-1,183
-10% -$35.2K 0.01% 737
2024
Q1 		$360K Buy
11,734
+2,122
+22% +$62.7K 0.01% 705
2023
Q4 		$297K Sell
9,612
-710
-7% -$18.7K 0.01% 738
2023
Q3 		$254K Sell
10,322
-3,146
-23% -$73.5K 0.01% 726
2023
Q2 		$273K Sell
13,468
-878
-6% -$17.7K 0.01% 752
2023
Q1 		$306K Buy
14,346
+806
+6% +$16.8K 0.01% 702
2022
Q4 		$253K Buy
+13,540
New +$230K 0.01% 741

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

Bleakley Financial Group's UBS Position: Q2 2026 in Review

Bleakley Financial Group increased its UBS Group (UBS) stake by 16% in Q2 2026, buying an estimated $584K and bringing the position to 93,266 shares worth $4.62M. The position accounts for 0.06% of the portfolio, ranked #261.

Bleakley Financial Group first reported a position in UBS in Q4 2022 and has held it in 15 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Bleakley Financial Group held 93,266 shares of UBS Group worth $4.62M as of Q2 2026.
  • Bleakley Financial Group bought 12,816 UBS Group shares in Q2 2026, an estimated $584K.
  • UBS Group made up 0.06% of Bleakley Financial Group's portfolio in Q2 2026, its #261 holding.
  • Bleakley Financial Group first reported a position in UBS Group in Q4 2022 and has held it in 15 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.