Columbia Asset Management’s UBS Group UBS Stock Holding History

Columbia Asset Management’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	$337K	Sell	6,798 -200	-3%	-$9.11K	0.06%	137
2026 Q1	$273K	Buy	6,998 +62	+0.9%	+$2.65K	0.05%	150
2025 Q4	$321K	Hold	6,936	–	–	0.06%	140
2025 Q3	$284K	Sell	6,936 -950	-12%	-$36.9K	0.05%	144
2025 Q2	$267K	Sell	7,886 -666	-8%	-$20.6K	0.05%	146
2025 Q1	$262K	Hold	8,552	–	–	0.05%	173
2024 Q4	$259K	Hold	8,552	–	–	0.05%	178
2024 Q3	$264K	Buy	8,552 +284	+3%	+$8.54K	0.05%	162
2024 Q2	$244K	Buy	+8,268	New	+$246K	0.05%	161
2022 Q4	–	Sell	-272	Closed	-$100K	–	182
2022 Q3	$100K	Buy	+272	New	+$4.35K	0.03%	169

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

Columbia Asset Management's UBS Position: Q2 2026 in Review

Columbia Asset Management reduced its UBS Group (UBS) stake by 2.9% in Q2 2026, selling an estimated $9.11K and leaving 6,798 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #137.

Columbia Asset Management first reported a position in UBS in Q3 2022 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Columbia Asset Management held 6,798 shares of UBS Group worth $337K as of Q2 2026.
Columbia Asset Management sold 200 UBS Group shares in Q2 2026, an estimated $9.11K.
UBS Group made up 0.06% of Columbia Asset Management's portfolio in Q2 2026, its #137 holding.
Columbia Asset Management first reported a position in UBS Group in Q3 2022 and has held it in 10 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.