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Global Retirement Partners’s UBS Group UBS Stock Holding History

Global Retirement Partners’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 		$1.31M Buy
+26,424
New +$1.2M 0.02% 652
2025
Q4 		$732K Buy
15,814
+10,227
+183% +$413K 0.01% 769
2025
Q3 		$229K Buy
5,587
+691
+14% +$26.8K 0.01% 1099
2025
Q2 		$166K Buy
+4,896
New +$152K ﹤0.01% 1189
2024
Q4 		$71.6K Buy
2,362
+267
+13% +$8.46K ﹤0.01% 1440
2024
Q3 		$64.7K Sell
2,095
-1,315
-39% -$39.5K ﹤0.01% 1436
2024
Q2 		$101K Buy
3,410
+1,483
+77% +$44.1K ﹤0.01% 1197
2024
Q1 		$59.2K Sell
1,927
-153
-7% -$4.52K ﹤0.01% 1339
2023
Q4 		$61.3K Buy
2,080
+402
+24% +$10.6K ﹤0.01% 1267
2023
Q3 		$40.2K Sell
1,678
-34
-2% -$794 ﹤0.01% 1366
2023
Q2 		$34.7K Buy
1,712
+192
+13% +$3.86K ﹤0.01% 1438
2023
Q1 		$29.4K Sell
1,520
-109
-7% -$2.27K ﹤0.01% 1478
2022
Q4 		$30.4K Hold
1,629
– – ﹤0.01% 1302
2022
Q3 		$26K Hold
1,629
– – ﹤0.01% 1279
2022
Q2 		$26K Hold
1,629
– – ﹤0.01% 1255
2022
Q1 		$31K Buy
+1,629
New +$30.8K ﹤0.01% 1186
2021
Q4 		– Sell
-206
Closed -$3K – 1690
2021
Q3 		$3K Hold
206
– – ﹤0.01% 1780
2021
Q2 		$3K Hold
206
– – ﹤0.01% 1696
2021
Q1 		$3K Hold
206
– – ﹤0.01% 1609
2020
Q4 		$3K Buy
206
+115
+126% +$1.52K ﹤0.01% 1560
2020
Q3 		$1K Buy
91
+43
+90% +$515 ﹤0.01% 1593
2020
Q2 		$1K Hold
48
– – ﹤0.01% 1569
2020
Q1 		$0 Hold
48
– – ﹤0.01% 1687
2019
Q4 		$1K Hold
48
– – ﹤0.01% 1570
2019
Q3 		$1K Sell
48
-47
-49% -$529 ﹤0.01% 1555
2019
Q2 		$1K Buy
+95
New +$1.16K ﹤0.01% 1550
2018
Q1 		– Sell
-526
Closed -$10K – 1541
2017
Q4 		$10K Buy
+526
New +$9.14K ﹤0.01% 924

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

Global Retirement Partners's UBS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in UBS Group (UBS) in Q2 2026: 26,424 shares worth $1.31M. The stake represents 0.02% of the portfolio and ranks #652 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UBS as recently as Q4 2025.

Global Retirement Partners first reported a position in UBS in Q4 2017 and has held it in 27 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Global Retirement Partners held 26,424 shares of UBS Group worth $1.31M as of Q2 2026.
  • UBS Group was a new Global Retirement Partners position in Q2 2026.
  • UBS Group made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #652 holding.
  • Global Retirement Partners first reported a position in UBS Group in Q4 2017 and has held it in 27 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.