Corient IA’s UBS Group UBS Stock Holding History

Corient IA’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	$196K	Sell	3,960 -7,930	-67%	-$361K	0.18%	171
2026 Q1	$465K	Hold	11,890	–	–	0.44%	67
2025 Q4	$551K	Sell	11,890 -8,110	-41%	-$328K	0.52%	59
2025 Q3	$820K	Hold	20,000	–	–	0.61%	38
2025 Q2	$676K	Hold	20,000	–	–	0.4%	76
2025 Q1	$613K	Buy	+20,000	New	+$667K	0.44%	66

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

Corient IA's UBS Position: Q2 2026 in Review

Corient IA reduced its UBS Group (UBS) stake by 67% in Q2 2026, selling an estimated $361K and leaving 3,960 shares worth $196K. The position accounts for 0.18% of the portfolio, ranked #171.

Corient IA first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $820K in Q3 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Corient IA held 3,960 shares of UBS Group worth $196K as of Q2 2026.
Corient IA sold 7,930 UBS Group shares in Q2 2026, an estimated $361K.
UBS Group made up 0.18% of Corient IA's portfolio in Q2 2026, its #171 holding.
Corient IA first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
Corient IA's UBS Group position peaked at $820K in Q3 2025.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.