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Elevation Wealth Partners’s UBS Group UBS Stock Holding History

Elevation Wealth Partners’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 		$12.9K Buy
+261
New +$11.9K ﹤0.01% 730

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Elevation Wealth Partners's UBS Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in UBS Group (UBS) in Q2 2026: 261 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings.

252 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Elevation Wealth Partners held 261 shares of UBS Group worth $12.9K as of Q2 2026.
  • UBS Group was a new Elevation Wealth Partners position in Q2 2026.
  • UBS Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #730 holding.
  • 252 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.