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F.L. Putnam Investment Management’s UBS Group UBS Stock Holding History

F.L. Putnam Investment Management’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 		$811K Sell
16,362
-3,100
-16% -$141K 0.01% 403
2026
Q1 		$760K Buy
19,462
+12,625
+185% +$540K 0.01% 357
2025
Q4 		$317K Sell
6,837
-406
-6% -$16.4K ﹤0.01% 505
2025
Q3 		$297K Sell
7,243
-504
-7% -$19.6K ﹤0.01% 505
2025
Q2 		$262K Buy
+7,747
New +$240K ﹤0.01% 514

Other funds holding UBS

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

F.L. Putnam Investment Management's UBS Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its UBS Group (UBS) stake by 16% in Q2 2026, selling an estimated $141K and leaving 16,362 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #403.

F.L. Putnam Investment Management first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 470 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • F.L. Putnam Investment Management held 16,362 shares of UBS Group worth $811K as of Q2 2026.
  • F.L. Putnam Investment Management sold 3,100 UBS Group shares in Q2 2026, an estimated $141K.
  • UBS Group made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #403 holding.
  • F.L. Putnam Investment Management first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
  • 470 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.