CX Institutional
UBS icon

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
Q3 		$20K Buy
424
+200
+89% +$10.5K ﹤0.01% 1236
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 $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
Systrade
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Haven Global Partners
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return

CX Institutional's UBS Position: Q3 2026 in Review

CX Institutional increased its UBS Group (UBS) stake by 89% in Q3 2026, buying an estimated $10.5K and bringing the position to 424 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

CX Institutional first reported a position in UBS in Q1 2025 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • CX Institutional held 424 shares of UBS Group worth $20K as of Q3 2026.
  • CX Institutional bought 200 UBS Group shares in Q3 2026, an estimated $10.5K.
  • UBS Group made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1236 holding.
  • CX Institutional first reported a position in UBS Group in Q1 2025 and has held it in 7 quarters since.
  • 188 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.