Crestwood Advisors Group’s UBS Group UBS Stock Holding History

Crestwood Advisors Group’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	$230K	Buy	+4,651	New	+$212K	﹤0.01%	794

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

Crestwood Advisors Group's UBS Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in UBS Group (UBS) in Q2 2026: 4,651 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings.

760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Crestwood Advisors Group held 4,651 shares of UBS Group worth $230K as of Q2 2026.
UBS Group was a new Crestwood Advisors Group position in Q2 2026.
UBS Group made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #794 holding.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.