EI
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Ethic Inc’s UBS Group UBS Stock Holding History

Ethic Inc’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 		$7.46M Buy
150,546
+74,447
+98% +$3.39M 0.09% 214
2026
Q1 		$2.97M Buy
76,099
+31,708
+71% +$1.36M 0.05% 365
2025
Q4 		$2.06M Buy
44,391
+7,113
+19% +$287K 0.03% 453
2025
Q3 		$1.53M Buy
37,278
+9,433
+34% +$366K 0.03% 516
2025
Q2 		$931K Buy
27,845
+1,158
+4% +$35.8K 0.02% 636
2025
Q1 		$810K Sell
26,687
-24
-0.1% -$800 0.02% 645
2024
Q4 		$810K Buy
26,711
+4,025
+18% +$128K 0.02% 658
2024
Q3 		$697K Sell
22,686
-8,044
-26% -$242K 0.02% 677
2024
Q2 		$908K Buy
30,730
+8,044
+35% +$239K 0.02% 590
2024
Q1 		$697K Buy
22,686
+266
+1% +$7.86K 0.02% 677
2023
Q4 		$693K Buy
22,420
+6,431
+40% +$169K 0.02% 646
2023
Q3 		$394K Sell
15,989
-979
-6% -$22.9K 0.01% 746
2023
Q2 		$344K Buy
16,968
+5,566
+49% +$112K 0.01% 751
2023
Q1 		$243K Sell
11,402
-5,304
-32% -$111K 0.01% 845
2022
Q4 		$312K Buy
+16,706
New +$284K 0.02% 708
2022
Q1 		– Sell
-10,709
Closed -$191K – 776
2021
Q4 		$191K Sell
10,709
-6,994
-40% -$123K 0.01% 625
2021
Q3 		$282K Sell
17,703
-54,859
-76% -$889K 0.03% 497
2021
Q2 		$1.11M Buy
72,562
+31,515
+77% +$498K 0.13% 193
2021
Q1 		$637K Buy
41,047
+10,611
+35% +$163K 0.11% 230
2020
Q4 		$430K Buy
+30,436
New +$403K 0.11% 237

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Ethic Inc's UBS Position: Q2 2026 in Review

Ethic Inc increased its UBS Group (UBS) stake by 98% in Q2 2026, buying an estimated $3.39M and bringing the position to 150,546 shares worth $7.46M. The position accounts for 0.09% of the portfolio, ranked #214.

Ethic Inc first reported a position in UBS in Q4 2020 and has held it in 20 quarters since. 251 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Ethic Inc held 150,546 shares of UBS Group worth $7.46M as of Q2 2026.
  • Ethic Inc bought 74,447 UBS Group shares in Q2 2026, an estimated $3.39M.
  • UBS Group made up 0.09% of Ethic Inc's portfolio in Q2 2026, its #214 holding.
  • Ethic Inc first reported a position in UBS Group in Q4 2020 and has held it in 20 quarters since.
  • 251 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.