Cary Street Partners Investment Advisory’s UBS Group UBS Stock Holding History

Cary Street Partners Investment Advisory’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	$117K	Buy	+2,354	New	+$107K	0.02%	477
2026 Q1	–	Sell	-2,109	Closed	-$97.7K	–	722
2025 Q4	$97.7K	Buy	+2,109	New	+$85.2K	0.03%	430
2023 Q4	–	Sell	-1,340	Closed	-$33K	–	1728
2023 Q3	$33K	Buy	1,340 +512	+62%	+$12K	﹤0.01%	973
2023 Q2	$16.8K	Hold	828	–	–	﹤0.01%	1096
2023 Q1	$17.7K	Sell	828 -8	-1%	-$167	﹤0.01%	1011
2022 Q4	$15.6K	Buy	+836	New	+$14.2K	﹤0.01%	1034

Other funds holding UBS

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Cary Street Partners Investment Advisory's UBS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in UBS Group (UBS) in Q2 2026: 2,354 shares worth $117K. The stake represents 0.02% of the portfolio and ranks #477 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in UBS as recently as Q4 2025.

Cary Street Partners Investment Advisory first reported a position in UBS in Q4 2022 and has held it in 6 quarters since. 502 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Cary Street Partners Investment Advisory held 2,354 shares of UBS Group worth $117K as of Q2 2026.
UBS Group was a new Cary Street Partners Investment Advisory position in Q2 2026.
UBS Group made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #477 holding.
Cary Street Partners Investment Advisory first reported a position in UBS Group in Q4 2022 and has held it in 6 quarters since.
502 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.