Centurion Wealth Management
UBS icon

Centurion Wealth Management’s UBS Group UBS Stock Holding History

Centurion Wealth Management’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
Q3 		$315K Buy
6,539
+39
+0.6% +$2.05K 0.08% 215
2026
Q2 		$322K Hold
6,500
– – 0.08% 215
2026
Q1 		$254K Hold
6,500
– – 0.06% 264
2025
Q4 		$301K Hold
6,500
– – 0.07% 235
2025
Q3 		$266K Buy
+6,500
New +$252K 0.06% 241

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Centurion Wealth Management's UBS Position: Q3 2026 in Review

Centurion Wealth Management increased its UBS Group (UBS) stake by 0.6% in Q3 2026, buying an estimated $2.05K and bringing the position to 6,539 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #215.

Centurion Wealth Management first reported a position in UBS in Q3 2025 and has held it in 5 quarters since. The position peaked at $322K in Q2 2026. 472 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Centurion Wealth Management held 6,539 shares of UBS Group worth $315K as of Q3 2026.
  • Centurion Wealth Management bought 39 UBS Group shares in Q3 2026, an estimated $2.05K.
  • UBS Group made up 0.08% of Centurion Wealth Management's portfolio in Q3 2026, its #215 holding.
  • Centurion Wealth Management first reported a position in UBS Group in Q3 2025 and has held it in 5 quarters since.
  • Centurion Wealth Management's UBS Group position peaked at $322K in Q2 2026.
  • 472 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.