Connable Office Inc’s UBS Group UBS Stock Holding History

Connable Office Inc’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	$1.23M	Sell	24,733 -410	-2%	-$18.7K	0.11%	84
2026 Q1	$982K	Sell	25,143 -266	-1%	-$11.4K	0.1%	88
2025 Q4	$1.18M	Hold	25,409	–	–	0.11%	86
2025 Q3	$1.04M	Hold	25,409	–	–	0.1%	93
2025 Q2	$859K	Sell	25,409 -1,884	-7%	-$58.3K	0.09%	98
2025 Q1	$836K	Sell	27,293 -1,511	-5%	-$50.4K	0.09%	101
2024 Q4	$873K	Sell	28,804 -548	-2%	-$17.4K	0.09%	100
2024 Q3	$907K	Hold	29,352	–	–	0.09%	104
2024 Q2	$867K	Sell	29,352 -1,307	-4%	-$38.9K	0.09%	103
2024 Q1	$942K	Buy	+30,659	New	+$906K	0.11%	97
2015 Q4	–	Sell	-29,092	Closed	-$539K	–	226
2015 Q3	$539K	Sell	29,092 -600	-2%	-$12.7K	0.16%	83
2015 Q2	$629K	Buy	29,692 +336	+1%	+$7.02K	0.17%	74
2015 Q1	$551K	Buy	29,356 +100	+0.3%	+$1.74K	0.14%	82
2014 Q4	$499K	Buy	+29,256	New	+$501K	0.13%	83

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

Connable Office Inc's UBS Position: Q2 2026 in Review

Connable Office Inc reduced its UBS Group (UBS) stake by 1.6% in Q2 2026, selling an estimated $18.7K and leaving 24,733 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #84.

Connable Office Inc first reported a position in UBS in Q4 2014 and has held it in 14 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Connable Office Inc held 24,733 shares of UBS Group worth $1.23M as of Q2 2026.
Connable Office Inc sold 410 UBS Group shares in Q2 2026, an estimated $18.7K.
UBS Group made up 0.11% of Connable Office Inc's portfolio in Q2 2026, its #84 holding.
Connable Office Inc first reported a position in UBS Group in Q4 2014 and has held it in 14 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Connable Office Inc's 13F filing for Q2 2026, filed 3 Aug 2026.