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Callan Family Office’s UBS Group UBS Stock Holding History

Callan Family Office’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 		$6.78M Sell
136,735
-2,574
-2% -$117K 0.13% 155
2026
Q1 		$5.44M Buy
139,309
+1,722
+1% +$73.7K 0.12% 178
2025
Q4 		$6.37M Buy
137,587
+86,738
+171% +$3.5M 0.14% 155
2025
Q3 		$2.08M Sell
50,849
-6,182
-11% -$240K 0.07% 259
2025
Q2 		$1.93M Buy
57,031
+34,278
+151% +$1.06M 0.06% 280
2025
Q1 		$697K Sell
22,753
-3,130
-12% -$104K 0.05% 263
2024
Q4 		$785K Buy
+25,883
New +$820K 0.05% 291

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Callan Family Office's UBS Position: Q2 2026 in Review

Callan Family Office reduced its UBS Group (UBS) stake by 1.8% in Q2 2026, selling an estimated $117K and leaving 136,735 shares worth $6.78M. The position accounts for 0.13% of the portfolio, ranked #155.

Callan Family Office first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Callan Family Office held 136,735 shares of UBS Group worth $6.78M as of Q2 2026.
  • Callan Family Office sold 2,574 UBS Group shares in Q2 2026, an estimated $117K.
  • UBS Group made up 0.13% of Callan Family Office's portfolio in Q2 2026, its #155 holding.
  • Callan Family Office first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.