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CX Institutional’s UBS Group UBS Stock Holding History

CX Institutional’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 		$11K Sell
224
-64
-22% -$2.92K ﹤0.01% 1280
2026
Q1 		$11K Buy
288
+64
+29% +$2.74K ﹤0.01% 1283
2025
Q4 		$10K Hold
224
– – ﹤0.01% 1196
2025
Q3 		$9K Buy
224
+174
+348% +$6.76K ﹤0.01% 1216
2025
Q2 		$2K Hold
50
– – ﹤0.01% 1162
2025
Q1 		$2K Buy
+50
New +$1.67K ﹤0.01% 1154

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
AV
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
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

CX Institutional's UBS Position: Q2 2026 in Review

CX Institutional reduced its UBS Group (UBS) stake by 22% in Q2 2026, selling an estimated $2.92K and leaving 224 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

CX Institutional first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • CX Institutional held 224 shares of UBS Group worth $11K as of Q2 2026.
  • CX Institutional sold 64 UBS Group shares in Q2 2026, an estimated $2.92K.
  • UBS Group made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1280 holding.
  • CX Institutional first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.