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
2024 Q4	–	Sell	-600	Closed	-$18.5K	–	2200
2024 Q3	$18.5K	Buy	+600	New	+$18K	﹤0.01%	2136

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. 767 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.
767 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.