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Great Lakes Advisors’s UBS Group UBS Stock Holding History

Great Lakes 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 		$18.7M Buy
376,522
+10,358
+3% +$472K 0.14% 114
2026
Q1 		$14.3M Sell
366,164
-245,130
-40% -$10.5M 0.12% 127
2025
Q4 		$28.3M Sell
611,294
-16,261
-3% -$657K 0.23% 103
2025
Q3 		$25.7M Sell
627,555
-102
-0% -$3.96K 0.21% 105
2025
Q2 		$21.2M Buy
627,657
+553,538
+747% +$17.1M 0.18% 120
2025
Q1 		$2.27M Buy
74,119
+4,308
+6% +$144K 0.02% 412
2024
Q4 		$2.12M Buy
69,811
+5,389
+8% +$171K 0.02% 471
2024
Q3 		$1.99M Buy
64,422
+8,381
+15% +$252K 0.02% 482
2024
Q2 		$1.66M Buy
56,041
+46,823
+508% +$1.39M 0.01% 493
2024
Q1 		$283K Buy
9,218
+631
+7% +$18.6K ﹤0.01% 701
2023
Q4 		$265K Sell
8,587
-3,603
-30% -$94.8K ﹤0.01% 700
2023
Q3 		$300K Buy
+12,190
New +$285K ﹤0.01% 659
2023
Q2 		– Sell
-9,548
Closed -$204K – 848
2023
Q1 		$204K Buy
+9,548
New +$199K ﹤0.01% 772
2022
Q1 		– Sell
-11,197
Closed -$200K – 759
2021
Q4 		$200K Sell
11,197
-61
-0.5% -$1.07K ﹤0.01% 670
2021
Q3 		$179K Hold
11,258
– – ﹤0.01% 661
2021
Q2 		$173K Buy
11,258
+61
+0.5% +$963 ﹤0.01% 677
2021
Q1 		$174K Hold
11,197
– – ﹤0.01% 665
2020
Q4 		$158K Hold
11,197
– – ﹤0.01% 607
2020
Q3 		$125K Buy
11,197
+1,038
+10% +$12.4K ﹤0.01% 550
2020
Q2 		$117K Buy
+10,159
New +$105K ﹤0.01% 531

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

Great Lakes Advisors's UBS Position: Q2 2026 in Review

Great Lakes Advisors increased its UBS Group (UBS) stake by 2.8% in Q2 2026, buying an estimated $472K and bringing the position to 376,522 shares worth $18.7M. The position accounts for 0.14% of the portfolio, ranked #114.

Great Lakes Advisors first reported a position in UBS in Q2 2020 and has held it in 20 quarters since. The position peaked at $28.3M in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Great Lakes Advisors held 376,522 shares of UBS Group worth $18.7M as of Q2 2026.
  • Great Lakes Advisors bought 10,358 UBS Group shares in Q2 2026, an estimated $472K.
  • UBS Group made up 0.14% of Great Lakes Advisors's portfolio in Q2 2026, its #114 holding.
  • Great Lakes Advisors first reported a position in UBS Group in Q2 2020 and has held it in 20 quarters since.
  • Great Lakes Advisors's UBS Group position peaked at $28.3M in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.