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Blue Trust Inc’s UBS Group UBS Stock Holding History

Blue Trust Inc’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 		$1.11M Sell
22,424
-1,434
-6% -$65.3K 0.01% 274
2026
Q1 		$932K Sell
23,858
-716
-3% -$30.6K 0.01% 303
2025
Q4 		$1.14M Buy
24,574
+791
+3% +$32K 0.01% 260
2025
Q3 		$975K Buy
23,783
+1,449
+6% +$56.3K 0.01% 308
2025
Q2 		$755K Sell
22,334
-8,417
-27% -$260K 0.01% 352
2025
Q1 		$942K Buy
30,751
+2,354
+8% +$78.5K 0.01% 256
2024
Q4 		$861K Sell
28,397
-9,756
-26% -$309K 0.01% 255
2024
Q3 		$1.13M Buy
38,153
+11,809
+45% +$355K 0.01% 250
2024
Q2 		$809K Buy
26,344
+14,461
+122% +$430K 0.01% 248
2024
Q1 		$365K Buy
11,883
+1,911
+19% +$56.5K 0.01% 339
2023
Q4 		$246K Buy
9,972
+2,395
+32% +$63K ﹤0.01% 387
2023
Q3 		$153K Buy
7,577
+3,748
+98% +$87.5K ﹤0.01% 504
2023
Q2 		$81K Sell
3,829
-27,640
-88% -$556K ﹤0.01% 551
2023
Q1 		$588K Buy
31,469
+5,453
+21% +$114K 0.01% 262
2022
Q4 		$377K Buy
26,016
+14,368
+123% +$244K 0.01% 309
2022
Q3 		$189K Buy
11,648
+3,134
+37% +$50.2K ﹤0.01% 355
2022
Q2 		$167K Buy
+8,514
New +$149K ﹤0.01% 359

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

Blue Trust Inc's UBS Position: Q2 2026 in Review

Blue Trust Inc reduced its UBS Group (UBS) stake by 6% in Q2 2026, selling an estimated $65.3K and leaving 22,424 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #274.

Blue Trust Inc first reported a position in UBS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Blue Trust Inc held 22,424 shares of UBS Group worth $1.11M as of Q2 2026.
  • Blue Trust Inc sold 1,434 UBS Group shares in Q2 2026, an estimated $65.3K.
  • UBS Group made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #274 holding.
  • Blue Trust Inc first reported a position in UBS Group in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's UBS Group position peaked at $1.14M in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.