CIA
UBS icon

Choate Investment Advisors’s UBS Group UBS Stock Holding History

Choate Investment Advisors’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 		$241K Buy
+4,854
New +$221K ﹤0.01% 426
2026
Q1 		– Sell
-4,546
Closed -$211K – 459
2025
Q4 		$211K Buy
+4,546
New +$184K ﹤0.01% 422
2025
Q2 		– Sell
-7,077
Closed -$216K – 487
2025
Q1 		$216K Buy
+7,077
New +$236K 0.01% 374

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Choate Investment Advisors's UBS Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in UBS Group (UBS) in Q2 2026: 4,854 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in UBS as recently as Q4 2025.

Choate Investment Advisors first reported a position in UBS in Q1 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Choate Investment Advisors held 4,854 shares of UBS Group worth $241K as of Q2 2026.
  • UBS Group was a new Choate Investment Advisors position in Q2 2026.
  • UBS Group made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #426 holding.
  • Choate Investment Advisors first reported a position in UBS Group in Q1 2025 and has held it in 3 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.