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Granite Group Advisors’s UBS Group UBS Stock Holding History

Granite Group 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 		$303K Hold
6,104
– – 0.18% 68
2026
Q1 		$242K Hold
6,104
– – 0.15% 76
2025
Q4 		$283K Sell
6,104
-333
-5% -$13.5K 0.16% 69
2025
Q3 		$264K Hold
6,437
– – 0.16% 65
2025
Q2 		$218K Buy
+6,437
New +$199K 0.13% 73
2024
Q2 		– Sell
-6,543
Closed -$201K – 97
2024
Q1 		$201K Hold
6,543
– – 0.14% 91
2023
Q4 		$203K Buy
+6,543
New +$172K 0.14% 89

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Granite Group Advisors's UBS Position: Q2 2026 in Review

Granite Group Advisors held its UBS Group (UBS) position steady in Q2 2026 at 6,104 shares worth $303K. The position accounts for 0.18% of the portfolio, ranked #68.

Granite Group Advisors first reported a position in UBS in Q4 2023 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Granite Group Advisors held 6,104 shares of UBS Group worth $303K as of Q2 2026.
  • Granite Group Advisors left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.18% of Granite Group Advisors's portfolio in Q2 2026, its #68 holding.
  • Granite Group Advisors first reported a position in UBS Group in Q4 2023 and has held it in 7 quarters since.
  • 285 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.