Cary Street Partners’s UBS Group UBS Stock Holding History

Cary Street Partners’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	$121K	Buy	+2,436	New	+$111K	﹤0.01%	989
2026 Q1	–	Sell	-2,403	Closed	-$111K	–	1032
2025 Q4	$111K	Buy	+2,403	New	+$97.1K	﹤0.01%	897

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

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

Cary Street Partners opened a new position in UBS Group (UBS) in Q2 2026: 2,436 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings. This is a return to the name: Cary Street Partners previously reported a position in UBS as recently as Q4 2025.

Cary Street Partners first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Cary Street Partners held 2,436 shares of UBS Group worth $121K as of Q2 2026.
UBS Group was a new Cary Street Partners position in Q2 2026.
UBS Group made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #989 holding.
Cary Street Partners first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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