Ellevest Inc’s UBS Group UBS Stock Holding History

Ellevest Inc’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	$550K	Buy	11,105 +2,641	+31%	+$120K	0.06%	231
2026 Q1	$331K	Buy	+8,464	New	+$362K	0.05%	306
2022 Q2	–	Sell	-103	Closed	-$2K	–	1692
2022 Q1	$2K	Hold	103	–	–	﹤0.01%	1222
2021 Q4	$2K	Sell	103 -799	-89%	-$14.1K	﹤0.01%	1209
2021 Q3	$14K	Sell	902 -19,714	-96%	-$319K	﹤0.01%	760
2021 Q2	$316K	Buy	20,616 +9,131	+80%	+$144K	0.03%	154
2021 Q1	$178K	Buy	11,485 +2,800	+32%	+$43K	0.02%	244
2020 Q4	$123K	Buy	8,685 +8,505	+4,725%	+$113K	0.02%	265
2020 Q3	$2K	Buy	180 +155	+620%	+$1.86K	﹤0.01%	933
2020 Q2	$0	Sell	25 -1,730	-99%	-$17.8K	﹤0.01%	1340
2020 Q1	$16K	Buy	+1,755	New	+$20.2K	﹤0.01%	471

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

Ellevest Inc's UBS Position: Q2 2026 in Review

Ellevest Inc increased its UBS Group (UBS) stake by 31% in Q2 2026, buying an estimated $120K and bringing the position to 11,105 shares worth $550K. The position accounts for 0.06% of the portfolio, ranked #231.

Ellevest Inc first reported a position in UBS in Q1 2020 and has held it in 11 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Ellevest Inc held 11,105 shares of UBS Group worth $550K as of Q2 2026.
Ellevest Inc bought 2,641 UBS Group shares in Q2 2026, an estimated $120K.
UBS Group made up 0.06% of Ellevest Inc's portfolio in Q2 2026, its #231 holding.
Ellevest Inc first reported a position in UBS Group in Q1 2020 and has held it in 11 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.