Curated Wealth Partners’s UBS Group UBS Stock Holding History

Curated Wealth Partners’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	$385K	Buy	+3,055	New	+$139K	0.05%	347
2022 Q2	–	Sell	-12,494	Closed	-$223K	–	161
2022 Q1	$223K	Hold	12,494	–	–	0.08%	128
2021 Q4	$223K	Sell	12,494 -403	-3%	-$7.09K	0.07%	132
2021 Q3	$206K	Buy	12,897 +293	+2%	+$4.75K	0.12%	140
2021 Q2	$193K	Sell	12,604 -14,291	-53%	-$226K	0.11%	142
2021 Q1	$418K	Sell	26,895 -3,118	-10%	-$47.9K	0.26%	75
2020 Q4	$424K	Buy	+30,013	New	+$397K	0.27%	72

Other funds holding UBS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

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

Curated Wealth Partners's UBS Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in UBS Group (UBS) in Q2 2026: 3,055 shares worth $385K. The stake represents 0.05% of the portfolio and ranks #347 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in UBS as recently as Q1 2022.

Curated Wealth Partners first reported a position in UBS in Q4 2020 and has held it in 7 quarters since. The position peaked at $424K in Q4 2020. 120 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Curated Wealth Partners held 3,055 shares of UBS Group worth $385K as of Q2 2026.
UBS Group was a new Curated Wealth Partners position in Q2 2026.
UBS Group made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #347 holding.
Curated Wealth Partners first reported a position in UBS Group in Q4 2020 and has held it in 7 quarters since.
Curated Wealth Partners's UBS Group position peaked at $424K in Q4 2020.
120 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.