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Cromwell Holdings’s UBS Group UBS Stock Holding History

Cromwell Holdings’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 		$359K Hold
7,242
– – 0.16% 107
2026
Q1 		$283K Hold
7,242
– – 0.16% 125
2025
Q4 		$335K Hold
7,242
– – 0.18% 107
2025
Q3 		$297K Hold
7,242
– – 0.16% 121
2025
Q2 		$245K Hold
7,242
– – 0.15% 134
2025
Q1 		$222K Hold
7,242
– – 0.14% 136
2024
Q4 		$220K Hold
7,242
– – 0.13% 144
2024
Q3 		$224K Hold
7,242
– – 0.14% 140
2024
Q2 		$214K Buy
+7,242
New +$215K 0.13% 141

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Cromwell Holdings's UBS Position: Q2 2026 in Review

Cromwell Holdings held its UBS Group (UBS) position steady in Q2 2026 at 7,242 shares worth $359K. The position accounts for 0.16% of the portfolio, ranked #107.

Cromwell Holdings first reported a position in UBS in Q2 2024 and has held it in 9 quarters since. 103 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Cromwell Holdings held 7,242 shares of UBS Group worth $359K as of Q2 2026.
  • Cromwell Holdings left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.16% of Cromwell Holdings's portfolio in Q2 2026, its #107 holding.
  • Cromwell Holdings first reported a position in UBS Group in Q2 2024 and has held it in 9 quarters since.
  • 103 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.