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Custom Index Systems’s UBS Group UBS Stock Holding History

Custom Index Systems’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 		$586K Buy
11,823
+105
+0.9% +$4.78K 0.21% 123
2026
Q1 		$458K Hold
11,718
– – 0.2% 141
2025
Q4 		$543K Hold
11,718
– – 0.24% 122
2025
Q3 		$480K Hold
11,718
– – 0.14% 167
2025
Q2 		$396K Sell
11,718
-5,528
-32% -$171K 0.19% 168
2025
Q1 		$528K Buy
17,246
+10,217
+145% +$341K 0.27% 108
2024
Q4 		$213K Buy
+7,029
New +$223K 0.11% 233

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Custom Index Systems's UBS Position: Q2 2026 in Review

Custom Index Systems increased its UBS Group (UBS) stake by 0.9% in Q2 2026, buying an estimated $4.78K and bringing the position to 11,823 shares worth $586K. The position accounts for 0.21% of the portfolio, ranked #123.

Custom Index Systems first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Custom Index Systems held 11,823 shares of UBS Group worth $586K as of Q2 2026.
  • Custom Index Systems bought 105 UBS Group shares in Q2 2026, an estimated $4.78K.
  • UBS Group made up 0.21% of Custom Index Systems's portfolio in Q2 2026, its #123 holding.
  • Custom Index Systems first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.