Caitlin John’s UBS Group UBS Stock Holding History

Caitlin John’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	$1.34K	Hold	27	–	–	﹤0.01%	831
2026 Q1	$1.05K	Hold	27	–	–	﹤0.01%	793
2025 Q4	$1.25K	Hold	27	–	–	﹤0.01%	771
2025 Q3	$1.11K	Buy	+27	New	+$1.05K	﹤0.01%	757

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

Caitlin John's UBS Position: Q2 2026 in Review

Caitlin John held its UBS Group (UBS) position steady in Q2 2026 at 27 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Caitlin John first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Caitlin John held 27 shares of UBS Group worth $1.34K as of Q2 2026.
Caitlin John left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #831 holding.
Caitlin John first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.