Brown, Lisle/Cummings’s UBS Group UBS Stock Holding History

Brown, Lisle/Cummings’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	$1.74K	Hold	35	–	–	﹤0.01%	881
2026 Q1	$1.37K	Hold	35	–	–	﹤0.01%	892
2025 Q4	$1.62K	Hold	35	–	–	﹤0.01%	654
2025 Q3	$1.44K	Hold	35	–	–	﹤0.01%	680
2025 Q2	$1.18K	Hold	35	–	–	﹤0.01%	695
2025 Q1	$1.07K	Buy	+35	New	+$1.17K	﹤0.01%	702

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

Brown, Lisle/Cummings's UBS Position: Q2 2026 in Review

Brown, Lisle/Cummings held its UBS Group (UBS) position steady in Q2 2026 at 35 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Brown, Lisle/Cummings first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Brown, Lisle/Cummings held 35 shares of UBS Group worth $1.74K as of Q2 2026.
Brown, Lisle/Cummings left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #881 holding.
Brown, Lisle/Cummings first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.