Crewe Advisors’s UBS Group UBS Stock Holding History

Crewe Advisors’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	$1.74K	Buy	+35	New	+$1.59K	﹤0.01%	1005
2026 Q1	–	Sell	-17	Closed	-$788	–	1155
2025 Q4	$788	Hold	17	–	–	﹤0.01%	1015
2025 Q3	$697	Buy	+17	New	+$660	﹤0.01%	932
2021 Q3	–	Sell	-1,351	Closed	-$21K	–	465
2021 Q2	$21K	Hold	1,351	–	–	0.01%	217
2021 Q1	$21K	Hold	1,351	–	–	0.01%	219
2020 Q4	$19K	Hold	1,351	–	–	0.01%	206
2020 Q3	$15K	Buy	+1,351	New	+$16.2K	0.01%	207

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

Crewe Advisors's UBS Position: Q2 2026 in Review

Crewe Advisors opened a new position in UBS Group (UBS) in Q2 2026: 35 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in UBS as recently as Q4 2025.

Crewe Advisors first reported a position in UBS in Q3 2020 and has held it in 7 quarters since. The position peaked at $21K in Q2 2021. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Crewe Advisors held 35 shares of UBS Group worth $1.74K as of Q2 2026.
UBS Group was a new Crewe Advisors position in Q2 2026.
UBS Group made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1005 holding.
Crewe Advisors first reported a position in UBS Group in Q3 2020 and has held it in 7 quarters since.
Crewe Advisors's UBS Group position peaked at $21K in Q2 2021.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.