Bruce G. Allen Investments’s UBS Group UBS Stock Holding History

Bruce G. Allen Investments’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	$126K	Sell	2,547 -28	-1%	-$1.27K	0.08%	126
2026 Q1	$101K	Sell	2,575 -66	-2%	-$2.83K	0.07%	158
2025 Q4	$122K	Sell	2,641 -10	-0.4%	-$404	0.08%	127
2025 Q3	$109K	Sell	2,651 -8	-0.3%	-$311	0.08%	143
2025 Q2	$89.9K	Sell	2,659 -93	-3%	-$2.88K	0.07%	169
2025 Q1	$84.3K	Sell	2,752 -1,124	-29%	-$37.5K	0.07%	162
2024 Q4	$118K	Sell	3,876 -119	-3%	-$3.77K	0.1%	129
2024 Q3	$123K	Buy	3,995 +652	+20%	+$19.6K	0.1%	132
2024 Q2	$98.8K	Sell	3,343 -722	-18%	-$21.5K	0.08%	148
2024 Q1	$125K	Sell	4,065 -110	-3%	-$3.25K	0.1%	128
2023 Q4	$129K	Buy	+4,175	New	+$110K	0.12%	111

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

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

Bruce G. Allen Investments's UBS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its UBS Group (UBS) stake by 1.1% in Q2 2026, selling an estimated $1.27K and leaving 2,547 shares worth $126K. The position accounts for 0.08% of the portfolio, ranked #126.

Bruce G. Allen Investments first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $129K in Q4 2023. 768 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Bruce G. Allen Investments held 2,547 shares of UBS Group worth $126K as of Q2 2026.
Bruce G. Allen Investments sold 28 UBS Group shares in Q2 2026, an estimated $1.27K.
UBS Group made up 0.08% of Bruce G. Allen Investments's portfolio in Q2 2026, its #126 holding.
Bruce G. Allen Investments first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's UBS Group position peaked at $129K in Q4 2023.
768 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.