Clean Yield Group
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Clean Yield Group’s UBS Group UBS Stock Holding History

Clean Yield Group’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 		$28.4K Hold
591
– – 0.01% 278
2026
Q2 		$29.3K Hold
591
– – 0.01% 275
2026
Q1 		$23.1K Hold
591
– – 0.01% 271
2025
Q4 		$27.4K Hold
591
– – 0.01% 272
2025
Q3 		$24.2K Hold
591
– – 0.01% 279
2025
Q2 		$20K Hold
591
– – 0.01% 273
2025
Q1 		$18.1K Hold
591
– – 0.01% 286
2024
Q4 		$17.9K Hold
591
– – 0.01% 300
2024
Q3 		$18.3K Buy
+591
New +$17.8K 0.01% 297

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Clean Yield Group's UBS Position: Q3 2026 in Review

Clean Yield Group held its UBS Group (UBS) position steady in Q3 2026 at 591 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #278.

Clean Yield Group first reported a position in UBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $29.3K in Q2 2026. 268 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Clean Yield Group held 591 shares of UBS Group worth $28.4K as of Q3 2026.
  • Clean Yield Group left its UBS Group share count unchanged in Q3 2026.
  • UBS Group made up 0.01% of Clean Yield Group's portfolio in Q3 2026, its #278 holding.
  • Clean Yield Group first reported a position in UBS Group in Q3 2024 and has held it in 9 quarters since.
  • Clean Yield Group's UBS Group position peaked at $29.3K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.