BOK Financial Private Wealth’s UBS Group UBS Stock Holding History

BOK Financial 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	$16.9K	Buy	+342	New	+$15.6K	﹤0.01%	361
2024 Q1	–	Sell	-904	Closed	-$27.9K	–	545
2023 Q4	$27.9K	Hold	904	–	–	﹤0.01%	300
2023 Q3	$22.3K	Hold	904	–	–	﹤0.01%	292
2023 Q2	$18.3K	Sell	904 -214	-19%	-$4.3K	﹤0.01%	291
2023 Q1	$23.9K	Buy	1,118 +214	+24%	+$4.46K	﹤0.01%	295
2022 Q4	$16.9K	Hold	904	–	–	﹤0.01%	303
2022 Q3	$13K	Hold	904	–	–	﹤0.01%	322
2022 Q2	$15K	Buy	+904	New	+$15.8K	﹤0.01%	324

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

BOK Financial Private Wealth's UBS Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in UBS Group (UBS) in Q2 2026: 342 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in UBS as recently as Q4 2023.

BOK Financial Private Wealth first reported a position in UBS in Q2 2022 and has held it in 8 quarters since. The position peaked at $27.9K in Q4 2023. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

BOK Financial Private Wealth held 342 shares of UBS Group worth $16.9K as of Q2 2026.
UBS Group was a new BOK Financial Private Wealth position in Q2 2026.
UBS Group made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #361 holding.
BOK Financial Private Wealth first reported a position in UBS Group in Q2 2022 and has held it in 8 quarters since.
BOK Financial Private Wealth's UBS Group position peaked at $27.9K in Q4 2023.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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