Cresset Asset Management’s UBS Group UBS Stock Holding History

Cresset Asset Management’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	$699K	Sell	14,098 -5,192	-27%	-$236K	﹤0.01%	1043
2026 Q1	$753K	Buy	19,290 +5,201	+37%	+$223K	﹤0.01%	897
2025 Q4	$653K	Buy	14,089 +1,234	+10%	+$49.9K	﹤0.01%	959
2025 Q3	$527K	Buy	12,855 +134	+1%	+$5.2K	﹤0.01%	1005
2025 Q2	$430K	Sell	12,721 -7,059	-36%	-$218K	﹤0.01%	983
2025 Q1	$606K	Sell	19,780 -5,079	-20%	-$169K	﹤0.01%	982
2024 Q4	$754K	Sell	24,859 -92,334	-79%	-$2.93M	﹤0.01%	912
2024 Q3	$3.62M	Buy	117,193 +7,152	+6%	+$215K	0.01%	545
2024 Q2	$3.25M	Buy	110,041 +25,561	+30%	+$760K	0.01%	539
2024 Q1	$2.6M	Buy	84,480 +7,260	+9%	+$214K	0.01%	535
2023 Q4	$2.39M	Buy	77,220 +3,727	+5%	+$98K	0.01%	512
2023 Q3	$1.81M	Buy	73,493 +9,870	+16%	+$231K	0.01%	596
2023 Q2	$1.29M	Buy	+63,623	New	+$1.28M	﹤0.01%	824
2022 Q4	–	Sell	-14,582	Closed	-$212K	–	894
2022 Q3	$212K	Sell	14,582 -59	-0.4%	-$945	﹤0.01%	777
2022 Q2	$238K	Buy	14,641 +742	+5%	+$13K	﹤0.01%	780
2022 Q1	$272K	Buy	13,899 +721	+5%	+$13.6K	﹤0.01%	808
2021 Q4	$236K	Sell	13,178 -7,064	-35%	-$124K	﹤0.01%	984
2021 Q3	$323K	Buy	+20,242	New	+$328K	﹤0.01%	813
2021 Q2	–	Sell	-11,497	Closed	-$178K	–	1083
2021 Q1	$178K	Buy	+11,497	New	+$177K	﹤0.01%	876
2020 Q2	–	Sell	-13,838	Closed	-$128K	–	741
2020 Q1	$128K	Sell	13,838 -4,548	-25%	-$52.4K	﹤0.01%	542
2019 Q4	$231K	Buy	18,386 +4,627	+34%	+$55K	0.01%	519
2019 Q3	$156K	Sell	13,759 -9,196	-40%	-$104K	﹤0.01%	513
2019 Q2	$272K	Buy	22,955 +13,731	+149%	+$168K	0.01%	360
2019 Q1	$112K	Buy	9,224 +1,038	+13%	+$13.1K	﹤0.01%	522
2018 Q4	$101K	Buy	+8,186	New	+$111K	0.01%	321

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

Cresset Asset Management's UBS Position: Q2 2026 in Review

Cresset Asset Management reduced its UBS Group (UBS) stake by 27% in Q2 2026, selling an estimated $236K and leaving 14,098 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Cresset Asset Management first reported a position in UBS in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.62M in Q3 2024. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Cresset Asset Management held 14,098 shares of UBS Group worth $699K as of Q2 2026.
Cresset Asset Management sold 5,192 UBS Group shares in Q2 2026, an estimated $236K.
UBS Group made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1043 holding.
Cresset Asset Management first reported a position in UBS Group in Q4 2018 and has held it in 25 quarters since.
Cresset Asset Management's UBS Group position peaked at $3.62M in Q3 2024.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.