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Empirical Wealth Management’s UBS Group UBS Stock Holding History

Empirical Wealth Management’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 		$742K Sell
14,975
-18
-0.1% -$820 0.01% 502
2026
Q1 		$586K Sell
14,993
-891
-6% -$38.1K 0.01% 522
2025
Q4 		$736K Buy
15,884
+3,177
+25% +$128K 0.01% 399
2025
Q3 		$521K Buy
12,707
+4,760
+60% +$185K 0.01% 465
2025
Q2 		$269K Buy
+7,947
New +$246K 0.01% 564

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 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

Empirical Wealth Management's UBS Position: Q2 2026 in Review

Empirical Wealth Management reduced its UBS Group (UBS) stake by 0.12% in Q2 2026, selling an estimated $820 and leaving 14,975 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #502.

Empirical Wealth Management first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Empirical Wealth Management held 14,975 shares of UBS Group worth $742K as of Q2 2026.
  • Empirical Wealth Management sold 18 UBS Group shares in Q2 2026, an estimated $820.
  • UBS Group made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #502 holding.
  • Empirical Wealth Management first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
  • 264 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.