Commonwealth Equity Services
UBS icon

Commonwealth Equity Services’s UBS Group UBS Stock Holding History

Commonwealth Equity Services’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 		$2.1M Sell
42,347
-187
-0.4% -$8.52K ﹤0.01% 2069
2026
Q1 		$1.66M Buy
42,534
+7,417
+21% +$317K ﹤0.01% 2174
2025
Q4 		$1.63M Buy
35,117
+3,335
+10% +$135K ﹤0.01% 2150
2025
Q3 		$1.3M Sell
31,782
-6,316
-17% -$245K ﹤0.01% 2383
2025
Q2 		$1.29M Sell
38,098
-10,956
-22% -$339K ﹤0.01% 2361
2025
Q1 		$1.5M Buy
49,054
+1,474
+3% +$49.2K ﹤0.01% 2142
2024
Q4 		$1.44M Sell
47,580
-3,255
-6% -$103K ﹤0.01% 2117
2024
Q3 		$1.57M Buy
50,835
+9,426
+23% +$283K ﹤0.01% 1993
2024
Q2 		$1.22M Sell
41,409
-21,739
-34% -$646K ﹤0.01% 2131
2024
Q1 		$1.94M Buy
63,148
+28,494
+82% +$842K ﹤0.01% 1811
2023
Q4 		$1.07M Sell
34,654
-1,951
-5% -$51.3K ﹤0.01% 2130
2023
Q3 		$902K Buy
36,605
+3,543
+11% +$82.8K ﹤0.01% 2150
2023
Q2 		$670K Buy
33,062
+9,355
+39% +$188K ﹤0.01% 2389
2023
Q1 		$505 Buy
23,707
+1,415
+6% +$29.5K ﹤0.01% 2547
2022
Q4 		$416K Buy
22,292
+4,094
+22% +$69.6K ﹤0.01% 2620
2022
Q3 		$264K Sell
18,198
-691
-4% -$11.1K ﹤0.01% 2928
2022
Q2 		$306K Buy
18,889
+4,585
+32% +$80.4K ﹤0.01% 2830
2022
Q1 		$279K Sell
14,304
-103
-0.7% -$1.95K ﹤0.01% 3032
2021
Q4 		$257K Buy
14,407
+2,573
+22% +$45.3K ﹤0.01% 3103
2021
Q3 		$188K Sell
11,834
-4,110
-26% -$66.6K ﹤0.01% 3297
2021
Q2 		$244K Buy
15,944
+57
+0.4% +$900 ﹤0.01% 3096
2021
Q1 		$246K Buy
15,887
+459
+3% +$7.06K ﹤0.01% 2954
2020
Q4 		$218K Sell
15,428
-2,689
-15% -$35.6K ﹤0.01% 2845
2020
Q3 		$202K Sell
18,117
-5,794
-24% -$69.5K ﹤0.01% 2715
2020
Q2 		$275K Sell
23,911
-1,428
-6% -$14.7K ﹤0.01% 2338
2020
Q1 		$234K Buy
25,339
+2,675
+12% +$30.8K ﹤0.01% 2253
2019
Q4 		$285K Buy
22,664
+3,178
+16% +$37.8K ﹤0.01% 2364
2019
Q3 		$220K Sell
19,486
-3,830
-16% -$43.1K ﹤0.01% 2488
2019
Q2 		$276K Buy
23,316
+3,660
+19% +$44.9K ﹤0.01% 2259
2019
Q1 		$238K Sell
19,656
-2,233
-10% -$28.3K ﹤0.01% 2337
2018
Q4 		$270K Buy
21,889
+1,426
+7% +$19.3K ﹤0.01% 2105
2018
Q3 		$321K Sell
20,463
-2,203
-10% -$34.6K ﹤0.01% 2111
2018
Q2 		$348K Buy
22,666
+2,876
+15% +$46.8K ﹤0.01% 2000
2018
Q1 		$349K Buy
19,790
+2,887
+17% +$54.9K ﹤0.01% 1951
2017
Q4 		$311K Buy
16,903
+1,179
+7% +$20.5K ﹤0.01% 2028
2017
Q3 		$270K Sell
15,724
-6,645
-30% -$114K ﹤0.01% 2055
2017
Q2 		$380K Buy
22,369
+1,436
+7% +$23.3K ﹤0.01% 1749
2017
Q1 		$334K Buy
20,933
+1,702
+9% +$27.4K ﹤0.01% 1778
2016
Q4 		$301K Sell
19,231
-783
-4% -$11.8K ﹤0.01% 1768
2016
Q3 		$273K Buy
20,014
+3,573
+22% +$48.6K ﹤0.01% 1785
2016
Q2 		$213K Buy
16,441
+1,818
+12% +$27.8K ﹤0.01% 1908
2016
Q1 		$234K Buy
+14,623
New +$237K ﹤0.01% 1805

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Commonwealth Equity Services's UBS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its UBS Group (UBS) stake by 0.44% in Q2 2026, selling an estimated $8.52K and leaving 42,347 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Commonwealth Equity Services first reported a position in UBS in Q1 2016 and has held it in 42 quarters since. 285 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Commonwealth Equity Services held 42,347 shares of UBS Group worth $2.1M as of Q2 2026.
  • Commonwealth Equity Services sold 187 UBS Group shares in Q2 2026, an estimated $8.52K.
  • UBS Group made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2069 holding.
  • Commonwealth Equity Services first reported a position in UBS Group in Q1 2016 and has held it in 42 quarters since.
  • 285 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.