CVA Family Office’s UBS Group UBS Stock Holding History

CVA Family Office’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	$6.84K	Hold	138	–	–	﹤0.01%	1157
2026 Q1	$5.39K	Hold	138	–	–	﹤0.01%	1208
2025 Q4	$6.39K	Hold	138	–	–	﹤0.01%	858
2025 Q3	$5.66K	Hold	138	–	–	﹤0.01%	877
2025 Q2	$4.67K	Hold	138	–	–	﹤0.01%	899
2025 Q1	$4.23K	Hold	138	–	–	﹤0.01%	918
2024 Q4	$4.18K	Hold	138	–	–	﹤0.01%	899
2024 Q3	$4.27K	Hold	138	–	–	﹤0.01%	870
2024 Q2	$4.08K	Hold	138	–	–	﹤0.01%	855
2024 Q1	$4.24K	Hold	138	–	–	﹤0.01%	852
2023 Q4	$4.26K	Buy	+138	New	+$3.63K	﹤0.01%	832
2023 Q3	–	Sell	-51	Closed	-$1.03K	–	897
2023 Q2	$1.03K	Buy	+51	New	+$1.02K	﹤0.01%	942
2023 Q1	–	Sell	-12,000	Closed	-$224K	–	1010
2022 Q4	$224K	Buy	+12,000	New	+$204K	0.05%	196

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

CVA Family Office's UBS Position: Q2 2026 in Review

CVA Family Office held its UBS Group (UBS) position steady in Q2 2026 at 138 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

CVA Family Office first reported a position in UBS in Q4 2022 and has held it in 13 quarters since. The position peaked at $224K in Q4 2022. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

CVA Family Office held 138 shares of UBS Group worth $6.84K as of Q2 2026.
CVA Family Office left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1157 holding.
CVA Family Office first reported a position in UBS Group in Q4 2022 and has held it in 13 quarters since.
CVA Family Office's UBS Group position peaked at $224K in Q4 2022.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.