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Essential Partners’s UBS Group UBS Stock Holding History

Essential Partners’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 		$6.49K Hold
131
– – ﹤0.01% 1413
2026
Q1 		$5.12K Buy
+131
New +$5.61K ﹤0.01% 1562
2025
Q4 		– Sell
-166
Closed -$6.81K – 2920
2025
Q3 		$6.81K Buy
+166
New +$6.45K ﹤0.01% 1299

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

Essential Partners's UBS Position: Q2 2026 in Review

Essential Partners held its UBS Group (UBS) position steady in Q2 2026 at 131 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Essential Partners first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.81K in Q3 2025. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Essential Partners held 131 shares of UBS Group worth $6.49K as of Q2 2026.
  • Essential Partners left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1413 holding.
  • Essential Partners first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • Essential Partners's UBS Group position peaked at $6.81K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.