Essential Partners
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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
Q3 		$6.3K Hold
131
– – ﹤0.01% 1404
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
Systrade
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Haven Global Partners
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return

Essential Partners's UBS Position: Q3 2026 in Review

Essential Partners held its UBS Group (UBS) position steady in Q3 2026 at 131 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Essential Partners first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.81K in Q3 2025. 188 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Essential Partners held 131 shares of UBS Group worth $6.3K as of Q3 2026.
  • Essential Partners left its UBS Group share count unchanged in Q3 2026.
  • UBS Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1404 holding.
  • Essential Partners first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's UBS Group position peaked at $6.81K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.