Charles Schwab’s UBS Group UBS Stock Holding History

Charles Schwab’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	$32.6M	Buy	657,655 +125,785	+24%	+$5.73M	﹤0.01%	1519
2026 Q1	$20.8M	Buy	531,870 +48,064	+10%	+$2.06M	﹤0.01%	1729
2025 Q4	$22.4M	Buy	483,806 +52,998	+12%	+$2.14M	﹤0.01%	1681
2025 Q3	$17.7M	Buy	430,808 +99,398	+30%	+$3.86M	﹤0.01%	1807
2025 Q2	$11.2M	Buy	331,410 +30,996	+10%	+$959K	﹤0.01%	1959
2025 Q1	$9.2M	Buy	300,414 +41,088	+16%	+$1.37M	﹤0.01%	1992
2024 Q4	$7.86M	Buy	259,326 +39,284	+18%	+$1.25M	﹤0.01%	2123
2024 Q3	$6.8M	Buy	220,042 +33,089	+18%	+$994K	﹤0.01%	2211
2024 Q2	$5.52M	Buy	186,953 +35,033	+23%	+$1.04M	﹤0.01%	2318
2024 Q1	$4.67M	Buy	151,920 +37,564	+33%	+$1.11M	﹤0.01%	2312
2023 Q4	$3.53M	Buy	114,356 +29,487	+35%	+$775K	﹤0.01%	2455
2023 Q3	$2.09M	Buy	84,869 +41,112	+94%	+$960K	﹤0.01%	2582
2023 Q2	$887K	Buy	43,757 +22,112	+102%	+$445K	﹤0.01%	2814
2023 Q1	$462K	Buy	21,645 +5,940	+38%	+$124K	﹤0.01%	2975
2022 Q4	$293K	Buy	+15,705	New	+$267K	﹤0.01%	3119

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

Charles Schwab's UBS Position: Q2 2026 in Review

Charles Schwab increased its UBS Group (UBS) stake by 24% in Q2 2026, buying an estimated $5.73M and bringing the position to 657,655 shares worth $32.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Charles Schwab first reported a position in UBS in Q4 2022 and has held it in 15 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Charles Schwab held 657,655 shares of UBS Group worth $32.6M as of Q2 2026.
Charles Schwab bought 125,785 UBS Group shares in Q2 2026, an estimated $5.73M.
UBS Group made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1519 holding.
Charles Schwab first reported a position in UBS Group in Q4 2022 and has held it in 15 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.