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GHP Investment Advisors’s UBS Group UBS Stock Holding History

GHP Investment Advisors’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 		$3.32K Hold
67
– – ﹤0.01% 944
2026
Q1 		$2.62K Buy
+67
New +$2.87K ﹤0.01% 977
2024
Q3 		– Sell
-67
Closed -$1.97K – 1076
2024
Q2 		$1.97K Buy
67
+66
+6,600% +$1.96K ﹤0.01% 860
2024
Q1 		$31 Hold
1
– – ﹤0.01% 834
2023
Q4 		$16 Sell
1
-42
-98% -$1.1K ﹤0.01% 843
2023
Q3 		$1.05K Hold
43
– – ﹤0.01% 881
2023
Q2 		$1K Buy
+43
New +$865 ﹤0.01% 876

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GHP Investment Advisors's UBS Position: Q2 2026 in Review

GHP Investment Advisors held its UBS Group (UBS) position steady in Q2 2026 at 67 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

GHP Investment Advisors first reported a position in UBS in Q2 2023 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • GHP Investment Advisors held 67 shares of UBS Group worth $3.32K as of Q2 2026.
  • GHP Investment Advisors left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #944 holding.
  • GHP Investment Advisors first reported a position in UBS Group in Q2 2023 and has held it in 7 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.