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Glenmede Trust’s UBS Group UBS Stock Holding History

Glenmede Trust’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 		$3.7M Sell
74,740
-911
-1% -$41.5K 0.02% 499
2026
Q1 		$2.96M Sell
75,651
-200
-0.3% -$8.56K 0.01% 513
2025
Q4 		$3.51M Buy
+75,851
New +$3.06M 0.02% 489
2025
Q1 		$2.01M Sell
65,573
-3,057
-4% -$102K 0.01% 554
2024
Q4 		$2.08M Buy
68,630
+2,126
+3% +$67.4K 0.01% 543
2024
Q3 		$2.06M Buy
66,504
+1,930
+3% +$58K 0.01% 553
2024
Q2 		$1.91M Buy
64,574
+2,238
+4% +$66.5K 0.01% 560
2024
Q1 		$1.91M Buy
62,336
+42,376
+212% +$1.25M 0.01% 580
2023
Q4 		$617K Buy
19,960
+3,636
+22% +$95.6K ﹤0.01% 832
2023
Q3 		$402K Sell
16,324
-1,160
-7% -$27.1K ﹤0.01% 902
2023
Q2 		$373K Hold
17,484
– – ﹤0.01% 921
2023
Q1 		$373K Buy
17,484
+2,807
+19% +$58.6K ﹤0.01% 926
2022
Q4 		$274K Buy
14,677
+443
+3% +$7.53K ﹤0.01% 1014
2022
Q3 		$206K Sell
14,234
-358
-2% -$5.73K ﹤0.01% 1083
2022
Q2 		$236K Buy
14,592
+2,595
+22% +$45.5K ﹤0.01% 1063
2022
Q1 		$234K Sell
11,997
-847
-7% -$16K ﹤0.01% 1101
2021
Q4 		$229K Buy
12,844
+433
+3% +$7.62K ﹤0.01% 1118
2021
Q3 		$197K Buy
12,411
+4
+0% +$65 ﹤0.01% 1138
2021
Q2 		$190K Buy
12,407
+1,665
+15% +$26.3K ﹤0.01% 1136
2021
Q1 		$166K Buy
10,742
+252
+2% +$3.87K ﹤0.01% 1072
2020
Q4 		$148K Buy
10,490
+942
+10% +$12.5K ﹤0.01% 1075
2020
Q3 		$106K Sell
9,548
-2,648
-22% -$31.7K ﹤0.01% 1153
2020
Q2 		$140K Sell
12,196
-19,077
-61% -$196K ﹤0.01% 1089
2020
Q1 		$393K Hold
31,273
– – ﹤0.01% 975
2019
Q4 		$393K Sell
31,273
-18
-0.1% -$214 ﹤0.01% 975
2019
Q3 		$353K Buy
31,291
+619
+2% +$6.97K ﹤0.01% 988
2019
Q2 		$363K Sell
30,672
-1,420
-4% -$17.4K ﹤0.01% 991
2019
Q1 		$388K Buy
32,092
+22,268
+227% +$282K ﹤0.01% 958
2018
Q4 		$121K Buy
9,824
+275
+3% +$3.73K ﹤0.01% 1302
2018
Q3 		$149K Buy
9,549
+1,633
+21% +$25.7K ﹤0.01% 1226
2018
Q2 		$121K Sell
7,916
-987
-11% -$16.1K ﹤0.01% 1210
2018
Q1 		$163K Hold
8,903
– – ﹤0.01% 1245
2017
Q4 		$163K Sell
8,903
-23,119
-72% -$402K ﹤0.01% 1245
2017
Q3 		$548K Sell
32,022
-790
-2% -$13.5K ﹤0.01% 885
2017
Q2 		$523K Hold
32,812
– – ﹤0.01% 934
2017
Q1 		$523K Sell
32,812
-15,822
-33% -$255K ﹤0.01% 934
2016
Q4 		$761K Buy
48,634
+529
+1% +$7.97K ﹤0.01% 806
2016
Q3 		$654K Sell
48,105
-719
-1% -$9.79K ﹤0.01% 846
2016
Q2 		$631K Buy
48,824
+6,914
+16% +$106K ﹤0.01% 850
2016
Q1 		$671K Buy
41,910
+4,914
+13% +$79.8K ﹤0.01% 828
2015
Q4 		$716K Sell
36,996
-1,797
-5% -$35.1K ﹤0.01% 822
2015
Q3 		$717K Sell
38,793
-14,810
-28% -$314K 0.01% 800
2015
Q2 		$1.14M Buy
53,603
+34,450
+180% +$720K 0.01% 724
2015
Q1 		$358K Sell
19,153
-20,693
-52% -$360K ﹤0.01% 1095
2014
Q4 		$678K Buy
+39,846
New +$682K 0.01% 824

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

Glenmede Trust's UBS Position: Q2 2026 in Review

Glenmede Trust reduced its UBS Group (UBS) stake by 1.2% in Q2 2026, selling an estimated $41.5K and leaving 74,740 shares worth $3.7M. The position accounts for 0.02% of the portfolio, ranked #499.

Glenmede Trust first reported a position in UBS in Q4 2014 and has held it in 45 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Glenmede Trust held 74,740 shares of UBS Group worth $3.7M as of Q2 2026.
  • Glenmede Trust sold 911 UBS Group shares in Q2 2026, an estimated $41.5K.
  • UBS Group made up 0.02% of Glenmede Trust's portfolio in Q2 2026, its #499 holding.
  • Glenmede Trust first reported a position in UBS Group in Q4 2014 and has held it in 45 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Glenmede Trust's 13F filing for Q2 2026, filed 10 Aug 2026.