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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
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 $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Foster Group's UBS Position: Q2 2026 in Review

Foster Group opened a new position in UBS Group (UBS) in Q2 2026: 6,458 shares worth $320K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: Foster Group previously reported a position in UBS as recently as Q4 2025.

Foster Group first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Foster Group held 6,458 shares of UBS Group worth $320K as of Q2 2026.
  • UBS Group was a new Foster Group position in Q2 2026.
  • UBS Group made up 0.01% of Foster Group's portfolio in Q2 2026, its #233 holding.
  • Foster Group first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.