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 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

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

Clean Yield Group's UBS Position: Q2 2026 in Review

Clean Yield Group held its UBS Group (UBS) position steady in Q2 2026 at 591 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #275.

Clean Yield Group first reported a position in UBS in Q3 2024 and has held it in 8 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Clean Yield Group held 591 shares of UBS Group worth $29.3K as of Q2 2026.
Clean Yield Group left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.01% of Clean Yield Group's portfolio in Q2 2026, its #275 holding.
Clean Yield Group first reported a position in UBS Group in Q3 2024 and has held it in 8 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.