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Concurrent Investment Advisors’s UBS Group UBS Stock Holding History

Concurrent Investment Advisors’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 		$1.13M Buy
22,806
+5,819
+34% +$265K 0.01% 945
2026
Q1 		$664K Buy
16,987
+1,904
+13% +$81.5K 0.01% 1081
2025
Q4 		$698K Buy
15,083
+3,919
+35% +$158K 0.01% 996
2025
Q3 		$458K Buy
11,164
+1,030
+10% +$40K 0.01% 952
2025
Q2 		$343K Buy
10,134
+985
+11% +$30.5K 0.01% 1001
2025
Q1 		$280K Buy
+9,149
New +$305K 0.01% 963

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

Concurrent Investment Advisors's UBS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its UBS Group (UBS) stake by 34% in Q2 2026, buying an estimated $265K and bringing the position to 22,806 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #945.

Concurrent Investment Advisors first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Concurrent Investment Advisors held 22,806 shares of UBS Group worth $1.13M as of Q2 2026.
  • Concurrent Investment Advisors bought 5,819 UBS Group shares in Q2 2026, an estimated $265K.
  • UBS Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #945 holding.
  • Concurrent Investment Advisors first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
  • 285 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.