D.J. St. Germain’s UBS Group UBS Stock Holding History

D.J. St. Germain’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	$2.28K	Hold	46	–	–	﹤0.01%	814
2026 Q1	$1.8K	Hold	46	–	–	﹤0.01%	820
2025 Q4	$2.13K	Hold	46	–	–	﹤0.01%	806
2025 Q3	$1.89K	Buy	+46	New	+$1.79K	﹤0.01%	802

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

D.J. St. Germain's UBS Position: Q2 2026 in Review

D.J. St. Germain held its UBS Group (UBS) position steady in Q2 2026 at 46 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

D.J. St. Germain first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

D.J. St. Germain held 46 shares of UBS Group worth $2.28K as of Q2 2026.
D.J. St. Germain left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #814 holding.
D.J. St. Germain first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.