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Equitable Trust’s UBS Group UBS Stock Holding History

Equitable Trust’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 		$3.69M Sell
74,386
-623
-0.8% -$28.4K 0.15% 119
2026
Q1 		$2.93M Buy
75,009
+1,371
+2% +$58.7K 0.14% 130
2025
Q4 		$3.41M Sell
73,638
-530
-0.7% -$21.4K 0.15% 118
2025
Q3 		$3.04M Sell
74,168
-1,117
-1% -$43.4K 0.14% 125
2025
Q2 		$2.55M Buy
75,285
+1,136
+2% +$35.2K 0.13% 136
2025
Q1 		$2.27M Sell
74,149
-1,064
-1% -$35.5K 0.13% 144
2024
Q4 		$2.28M Sell
75,213
-1,364
-2% -$43.2K 0.13% 143
2024
Q3 		$2.37M Sell
76,577
-1,020
-1% -$30.7K 0.15% 132
2024
Q2 		$2.29M Sell
77,597
-1,399
-2% -$41.6K 0.16% 127
2024
Q1 		$2.43M Buy
78,996
+1,970
+3% +$58.2K 0.17% 120
2023
Q4 		$2.38M Buy
+77,026
New +$2.03M 0.18% 109

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

Equitable Trust's UBS Position: Q2 2026 in Review

Equitable Trust reduced its UBS Group (UBS) stake by 0.83% in Q2 2026, selling an estimated $28.4K and leaving 74,386 shares worth $3.69M. The position accounts for 0.15% of the portfolio, ranked #119.

Equitable Trust first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Equitable Trust held 74,386 shares of UBS Group worth $3.69M as of Q2 2026.
  • Equitable Trust sold 623 UBS Group shares in Q2 2026, an estimated $28.4K.
  • UBS Group made up 0.15% of Equitable Trust's portfolio in Q2 2026, its #119 holding.
  • Equitable Trust first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.