Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s UBS Group UBS Stock Holding History

Envestnet Portfolio Solutions’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 		$422K Buy
8,511
+746
+10% +$34K ﹤0.01% 1051
2026
Q1 		$303K Sell
7,765
-9,786
-56% -$419K ﹤0.01% 1112
2025
Q4 		$813K Buy
17,551
+1,535
+10% +$62K ﹤0.01% 841
2025
Q3 		$657K Buy
16,016
+36
+0.2% +$1.4K ﹤0.01% 915
2025
Q2 		$540K Sell
15,980
-6,404
-29% -$198K ﹤0.01% 1062
2025
Q1 		$686K Sell
22,384
-31,026
-58% -$1.03M ﹤0.01% 928
2024
Q4 		$1.62M Buy
53,410
+2,009
+4% +$63.7K 0.01% 743
2024
Q3 		$1.59M Sell
51,401
-1,345
-3% -$40.4K 0.01% 746
2024
Q2 		$1.56M Sell
52,746
-11,212
-18% -$333K 0.01% 716
2024
Q1 		$1.96M Sell
63,958
-6,922
-10% -$204K 0.01% 642
2023
Q4 		$2.19M Buy
70,880
+33,348
+89% +$877K 0.01% 569
2023
Q3 		$925K Buy
+37,532
New +$877K ﹤0.01% 767

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Portfolio Solutions's UBS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its UBS Group (UBS) stake by 9.6% in Q2 2026, buying an estimated $34K and bringing the position to 8,511 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Envestnet Portfolio Solutions first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.19M in Q4 2023. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Envestnet Portfolio Solutions held 8,511 shares of UBS Group worth $422K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 746 UBS Group shares in Q2 2026, an estimated $34K.
  • UBS Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1051 holding.
  • Envestnet Portfolio Solutions first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's UBS Group position peaked at $2.19M in Q4 2023.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.