Gradient Investments’s UBS Group UBS Stock Holding History

Gradient Investments’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	$6.57M	Buy	132,484 +5,196	+4%	+$237K	0.09%	168
2026 Q1	$4.97M	Buy	127,288 +81,461	+178%	+$3.49M	0.08%	187
2025 Q4	$2.12M	Buy	45,827 +14,887	+48%	+$601K	0.03%	197
2025 Q3	$1.27M	Buy	30,940 +11,715	+61%	+$455K	0.02%	234
2025 Q2	$650K	Buy	19,225 +3,910	+26%	+$121K	0.01%	270
2025 Q1	$469K	Buy	15,315 +433	+3%	+$14.4K	0.01%	252
2024 Q4	$451K	Sell	14,882 -1,107	-7%	-$35.1K	0.01%	240
2024 Q3	$494K	Sell	15,989 -142	-0.9%	-$4.27K	0.01%	234
2024 Q2	$477K	Buy	16,131 +3	+0%	+$89	0.01%	241
2024 Q1	$495K	Sell	16,128 -1,878	-10%	-$55.5K	0.01%	222
2023 Q4	$556K	Sell	18,006 -2,102	-10%	-$55.3K	0.01%	236
2023 Q3	$496K	Buy	20,108 +338	+2%	+$7.89K	0.01%	225
2023 Q2	$401K	Sell	19,770 -416	-2%	-$8.36K	0.01%	256
2023 Q1	$431K	Sell	20,186 -2,539	-11%	-$53K	0.01%	238
2022 Q4	$424K	Sell	22,725 -941	-4%	-$16K	0.01%	241
2022 Q3	$343K	Sell	23,666 -629	-3%	-$10.1K	0.01%	256
2022 Q2	$394K	Sell	24,295 -122	-0.5%	-$2.14K	0.01%	245
2022 Q1	$477K	Sell	24,417 -1,057	-4%	-$20K	0.01%	222
2021 Q4	$455K	Sell	25,474 -4,433	-15%	-$78K	0.01%	226
2021 Q3	$477K	Sell	29,907 -1,265	-4%	-$20.5K	0.01%	222
2021 Q2	$478K	Buy	31,172 +1,083	+4%	+$17.1K	0.01%	223
2021 Q1	$467K	Sell	30,089 -11,152	-27%	-$171K	0.02%	228
2020 Q4	$460K	Sell	41,241 -4,124	-9%	-$54.6K	0.02%	203
2020 Q3	$506K	Sell	45,365 -8,827	-16%	-$106K	0.02%	201
2020 Q2	$625K	Sell	54,192 -61,527	-53%	-$634K	0.03%	177
2020 Q1	$1.07M	Sell	115,719 -7,351	-6%	-$84.7K	0.06%	173
2019 Q4	$1.55M	Sell	123,070 -10,847	-8%	-$129K	0.07%	156
2019 Q3	$1.51M	Buy	133,917 +6,503	+5%	+$73.2K	0.07%	158
2019 Q2	$1.51M	Buy	127,414 +37,157	+41%	+$455K	0.08%	154
2019 Q1	$1.09M	Sell	90,257 -49,443	-35%	-$626K	0.07%	131
2018 Q4	$1.73M	Sell	139,700 -12,612	-8%	-$171K	0.1%	116
2018 Q3	$2.4M	Buy	152,312 +20,757	+16%	+$326K	0.12%	108
2018 Q2	$2.02M	Buy	131,555 +22,179	+20%	+$361K	0.11%	123
2018 Q1	$1.93M	Buy	109,376 +17,410	+19%	+$331K	0.1%	121
2017 Q4	$1.69M	Buy	91,966 +20,380	+28%	+$354K	0.1%	107
2017 Q3	$1.23M	Buy	71,586 +24,495	+52%	+$419K	0.08%	113
2017 Q2	$800K	Buy	47,091 +30,850	+190%	+$502K	0.06%	111
2017 Q1	$259K	Buy	16,241 +15,786	+3,469%	+$254K	0.02%	202
2016 Q4	$7K	Buy	455 +98	+27%	+$1.48K	﹤0.01%	507
2016 Q3	$5K	Buy	+357	New	+$4.86K	﹤0.01%	540

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Gradient Investments's UBS Position: Q2 2026 in Review

Gradient Investments increased its UBS Group (UBS) stake by 4.1% in Q2 2026, buying an estimated $237K and bringing the position to 132,484 shares worth $6.57M. The position accounts for 0.09% of the portfolio, ranked #168.

Gradient Investments first reported a position in UBS in Q3 2016 and has held it in 40 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Gradient Investments held 132,484 shares of UBS Group worth $6.57M as of Q2 2026.
Gradient Investments bought 5,196 UBS Group shares in Q2 2026, an estimated $237K.
UBS Group made up 0.09% of Gradient Investments's portfolio in Q2 2026, its #168 holding.
Gradient Investments first reported a position in UBS Group in Q3 2016 and has held it in 40 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.