Foster Group
UBS icon

Foster Group’s UBS Group UBS Stock Holding History

Foster Group’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 		$298K Sell
6,196
-262
-4% -$13.8K 0.01% 249
2026
Q2 		$320K Buy
+6,458
New +$294K 0.01% 233
2026
Q1 		– Sell
-4,924
Closed -$228K – 315
2025
Q4 		$228K Buy
+4,924
New +$199K 0.01% 263

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
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
HGP
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Foster Group's UBS Position: Q3 2026 in Review

Foster Group reduced its UBS Group (UBS) stake by 4.1% in Q3 2026, selling an estimated $13.8K and leaving 6,196 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #249.

Foster Group first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $320K in Q2 2026. 117 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Foster Group held 6,196 shares of UBS Group worth $298K as of Q3 2026.
  • Foster Group sold 262 UBS Group shares in Q3 2026, an estimated $13.8K.
  • UBS Group made up 0.01% of Foster Group's portfolio in Q3 2026, its #249 holding.
  • Foster Group first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Foster Group's UBS Group position peaked at $320K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.