GI
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GAMMA Investing’s UBS Group UBS Stock Holding History

GAMMA Investing’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 		$96.9K Buy
2,014
+31
+2% +$1.63K ﹤0.01% 1901
2026
Q2 		$98.3K Buy
1,983
+372
+23% +$16.9K ﹤0.01% 1822
2026
Q1 		$62.9K Buy
1,611
+311
+24% +$13.3K ﹤0.01% 2028
2025
Q4 		$60.2K Hold
1,300
– – ﹤0.01% 1945
2025
Q3 		$53.3K Buy
1,300
+450
+53% +$17.5K ﹤0.01% 1945
2025
Q2 		$28.7K Buy
850
+14
+2% +$433 ﹤0.01% 2271
2025
Q1 		$25.6K Hold
836
– – ﹤0.01% 2239
2024
Q4 		$25.3K Buy
836
+43
+5% +$1.36K ﹤0.01% 2141
2024
Q3 		$24.5K Buy
793
+129
+19% +$3.88K ﹤0.01% 1980
2024
Q2 		$19.6K Buy
664
+6
+0.9% +$178 ﹤0.01% 1874
2024
Q1 		$20.2K Hold
658
– – ﹤0.01% 1646
2023
Q4 		$19.7K Buy
+658
New +$17.3K 0.01% 1521

Other funds holding UBS

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing's UBS Position: Q3 2026 in Review

GAMMA Investing increased its UBS Group (UBS) stake by 1.6% in Q3 2026, buying an estimated $1.63K and bringing the position to 2,014 shares worth $96.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

GAMMA Investing first reported a position in UBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $98.3K in Q2 2026. 33 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • GAMMA Investing held 2,014 shares of UBS Group worth $96.9K as of Q3 2026.
  • GAMMA Investing bought 31 UBS Group shares in Q3 2026, an estimated $1.63K.
  • UBS Group made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1901 holding.
  • GAMMA Investing first reported a position in UBS Group in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's UBS Group position peaked at $98.3K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.