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Bravera Wealth’s UBS Group UBS Stock Holding History

Bravera 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 		$6.54K Hold
132
– – ﹤0.01% 288
2026
Q1 		$5.05K Sell
132
-14
-10% -$599 ﹤0.01% 333
2025
Q4 		$6.82K Buy
+146
New +$5.9K ﹤0.01% 314

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Bravera Wealth's UBS Position: Q2 2026 in Review

Bravera Wealth held its UBS Group (UBS) position steady in Q2 2026 at 132 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Bravera Wealth first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.82K in Q4 2025. 198 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Bravera Wealth held 132 shares of UBS Group worth $6.54K as of Q2 2026.
  • Bravera Wealth left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #288 holding.
  • Bravera Wealth first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's UBS Group position peaked at $6.82K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.