Focus Financial Network
UBS icon

Focus Financial Network’s UBS Group UBS Stock Holding History

Focus Financial Network’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 		$276K Buy
5,728
+8
+0.1% +$420 0.01% 640
2026
Q2 		$283K Buy
+5,720
New +$261K 0.01% 634

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

Focus Financial Network's UBS Position: Q3 2026 in Review

Focus Financial Network increased its UBS Group (UBS) stake by 0.14% in Q3 2026, buying an estimated $420 and bringing the position to 5,728 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #640.

Focus Financial Network first reported a position in UBS in Q2 2026 and has held it in 2 quarters since. The position peaked at $283K in Q2 2026. 188 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Focus Financial Network held 5,728 shares of UBS Group worth $276K as of Q3 2026.
  • Focus Financial Network bought 8 UBS Group shares in Q3 2026, an estimated $420.
  • UBS Group made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #640 holding.
  • Focus Financial Network first reported a position in UBS Group in Q2 2026 and has held it in 2 quarters since.
  • Focus Financial Network's UBS Group position peaked at $283K in Q2 2026.
  • 188 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.