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Choreo LLC’s UBS Group UBS Stock Holding History

Choreo LLC’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 		$3.45M Buy
69,570
+505
+0.7% +$23K 0.04% 298
2026
Q1 		$2.7M Sell
69,065
-521
-0.7% -$22.3K 0.03% 330
2025
Q4 		$3.24M Buy
69,586
+1,453
+2% +$58.7K 0.04% 267
2025
Q3 		$2.79M Buy
68,133
+3,708
+6% +$144K 0.04% 299
2025
Q2 		$2.18M Buy
64,425
+12,737
+25% +$394K 0.03% 347
2025
Q1 		$1.58M Sell
51,688
-6,512
-11% -$217K 0.02% 404
2024
Q4 		$1.78M Sell
58,200
-3,421
-6% -$108K 0.03% 387
2024
Q3 		$1.9M Buy
61,621
+3,172
+5% +$95.3K 0.03% 362
2024
Q2 		$1.75M Buy
+58,449
New +$1.74M 0.03% 357

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

Choreo LLC's UBS Position: Q2 2026 in Review

Choreo LLC increased its UBS Group (UBS) stake by 0.73% in Q2 2026, buying an estimated $23K and bringing the position to 69,570 shares worth $3.45M. The position accounts for 0.04% of the portfolio, ranked #298.

Choreo LLC first reported a position in UBS in Q2 2024 and has held it in 9 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Choreo LLC held 69,570 shares of UBS Group worth $3.45M as of Q2 2026.
  • Choreo LLC bought 505 UBS Group shares in Q2 2026, an estimated $23K.
  • UBS Group made up 0.04% of Choreo LLC's portfolio in Q2 2026, its #298 holding.
  • Choreo LLC first reported a position in UBS Group in Q2 2024 and has held it in 9 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.