Corient Private Wealth
UBS icon

Corient Private Wealth’s UBS Group UBS Stock Holding History

Corient Private Wealth’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 		$5.19M Sell
104,646
-5,419
-5% -$247K 0.01% 886
2026
Q1 		$3.48M Sell
110,065
-455
-0.4% -$19.5K 0.01% 987
2025
Q4 		$5.12M Sell
110,520
-14,291
-11% -$577K 0.01% 763
2025
Q3 		$5.12M Buy
124,811
+29,130
+30% +$1.13M 0.01% 705
2025
Q2 		$3.24M Buy
95,681
+21,829
+30% +$675K ﹤0.01% 846
2025
Q1 		$2.26M Buy
73,852
+562
+0.8% +$18.7K ﹤0.01% 931
2024
Q4 		$2.22M Buy
73,290
+797
+1% +$25.3K ﹤0.01% 957
2024
Q3 		$2.24M Buy
72,493
+8,395
+13% +$252K ﹤0.01% 1045
2024
Q2 		$1.89M Buy
64,098
+12,762
+25% +$379K ﹤0.01% 1043
2024
Q1 		$1.58M Buy
51,336
+8,836
+21% +$261K ﹤0.01% 1139
2023
Q4 		$1.31M Sell
42,500
-2,815
-6% -$74K ﹤0.01% 1179
2023
Q3 		$1.11M Sell
45,315
-123
-0.3% -$2.87K ﹤0.01% 1154
2023
Q2 		$919K Buy
45,438
+332
+0.7% +$6.67K ﹤0.01% 1190
2023
Q1 		$963K Buy
45,106
+27,415
+155% +$572K ﹤0.01% 1104
2022
Q4 		$329K Buy
+17,691
New +$301K ﹤0.01% 1302

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Corient Private Wealth's UBS Position: Q2 2026 in Review

Corient Private Wealth reduced its UBS Group (UBS) stake by 4.9% in Q2 2026, selling an estimated $247K and leaving 104,646 shares worth $5.19M. The position accounts for 0.01% of the portfolio, ranked #886.

Corient Private Wealth first reported a position in UBS in Q4 2022 and has held it in 15 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Corient Private Wealth held 104,646 shares of UBS Group worth $5.19M as of Q2 2026.
  • Corient Private Wealth sold 5,419 UBS Group shares in Q2 2026, an estimated $247K.
  • UBS Group made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #886 holding.
  • Corient Private Wealth first reported a position in UBS Group in Q4 2022 and has held it in 15 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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