Ensign Peak Advisors’s UBS Group UBS Stock Holding History

Ensign Peak Advisors’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	$5.75M	Hold	115,794	–	–	0.01%	543
2026 Q1	$4.43M	Sell	115,794 -24,300	-17%	-$1.04M	0.01%	556
2025 Q4	$6.54M	Hold	140,094	–	–	0.01%	485
2025 Q3	$5.72M	Sell	140,094 -63,950	-31%	-$2.48M	0.01%	565
2025 Q2	$6.88M	Sell	204,044 -17,850	-8%	-$552K	0.01%	568
2025 Q1	$6.74M	Hold	221,894	–	–	0.01%	562
2024 Q4	$6.79M	Hold	221,894	–	–	0.01%	567
2024 Q3	$6.87M	Hold	221,894	–	–	0.01%	544
2024 Q2	$6.97M	Hold	221,894	–	–	0.01%	548
2024 Q1	$7.31M	Hold	221,894	–	–	0.01%	529
2023 Q4	$6.26M	Hold	221,894	–	–	0.01%	566
2023 Q3	$5.44M	Hold	221,894	–	–	0.01%	546
2023 Q2	$4.34M	Hold	221,894	–	–	0.01%	627
2023 Q1	$4.63M	Buy	221,894 +40,850	+23%	+$852K	0.01%	593
2022 Q4	$3.42M	Sell	181,044 -8,650	-5%	-$147K	0.01%	653
2022 Q3	$3.01M	Sell	189,694 -4,700	-2%	-$75.2K	0.01%	652
2022 Q2	$3.28M	Hold	194,394	–	–	0.01%	640
2022 Q1	$3.87M	Hold	194,394	–	–	0.01%	659
2021 Q4	$3.5M	Hold	194,394	–	–	0.01%	773
2021 Q3	$3.29M	Hold	194,394	–	–	0.01%	835
2021 Q2	$3.1M	Buy	194,394 +14,150	+8%	+$223K	0.01%	868
2021 Q1	$2.98M	Hold	180,244	–	–	0.01%	866
2020 Q4	$2.54M	Hold	180,244	–	–	0.01%	930
2020 Q3	$1.92M	Sell	180,244 -23,750	-12%	-$285K	﹤0.01%	997
2020 Q2	$2.3M	Hold	203,994	–	–	0.01%	898
2020 Q1	$1.91M	Hold	203,994	–	–	0.01%	854
2019 Q4	$2.58M	Buy	+203,994	New	+$2.43M	0.01%	941

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

Ensign Peak Advisors's UBS Position: Q2 2026 in Review

Ensign Peak Advisors held its UBS Group (UBS) position steady in Q2 2026 at 115,794 shares worth $5.75M. The position accounts for 0.01% of the portfolio, ranked #543.

Ensign Peak Advisors first reported a position in UBS in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.31M in Q1 2024. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Ensign Peak Advisors held 115,794 shares of UBS Group worth $5.75M as of Q2 2026.
Ensign Peak Advisors left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #543 holding.
Ensign Peak Advisors first reported a position in UBS Group in Q4 2019 and has held it in 27 quarters since.
Ensign Peak Advisors's UBS Group position peaked at $7.31M in Q1 2024.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.