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Compagnie Lombard Odier SCmA’s UBS Group UBS Stock Holding History

Compagnie Lombard Odier SCmA’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
2023
Q4 		– Sell
-2,320
Closed -$25 – 633
2023
Q3 		$25 Hold
2,320
– – ﹤0.01% 589
2023
Q2 		$26 Buy
+2,320
New +$46.6K ﹤0.01% 569

Other funds holding UBS

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Compagnie Lombard Odier SCmA's UBS Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA increased its UBS Group (UBS) stake by 2.1% in Q2 2026, buying an estimated $5.03M and bringing the position to 5,382,576 shares worth $267M. The position accounts for 2.89% of the portfolio, ranked #11.

Compagnie Lombard Odier SCmA first reported a position in UBS in Q1 2016 and has held it in 42 quarters since. 449 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Compagnie Lombard Odier SCmA held 5,382,576 shares of UBS Group worth $267M as of Q2 2026.
  • Compagnie Lombard Odier SCmA bought 110,506 UBS Group shares in Q2 2026, an estimated $5.03M.
  • UBS Group made up 2.89% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #11 holding.
  • Compagnie Lombard Odier SCmA first reported a position in UBS Group in Q1 2016 and has held it in 42 quarters since.
  • 449 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.