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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
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 		$267K Buy
+6,500
New +$252K 0.06% 241

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Centurion Wealth Management's UBS Position: Q2 2026 in Review

Centurion Wealth Management held its UBS Group (UBS) position steady in Q2 2026 at 6,500 shares worth $322K. 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 4 quarters since. 103 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Centurion Wealth Management held 6,500 shares of UBS Group worth $322K as of Q2 2026.
  • Centurion Wealth Management left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.08% of Centurion Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Centurion Wealth Management first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.