Grove Bank & Trust’s UBS Group UBS Stock Holding History

Grove Bank & 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	$5.6K	Buy	113 +5	+5%	+$228	﹤0.01%	713
2026 Q1	$4.22K	Buy	108 +16	+17%	+$685	﹤0.01%	726
2025 Q4	$4.26K	Buy	+92	New	+$3.72K	﹤0.01%	747
2025 Q3	–	Sell	-395	Closed	-$13.4K	–	888
2025 Q2	$13.4K	Sell	395 -529	-57%	-$16.4K	﹤0.01%	577
2025 Q1	$28.3K	Buy	+924	New	+$30.8K	﹤0.01%	479
2024 Q4	–	Sell	-504	Closed	-$15.6K	–	860
2024 Q3	$15.6K	Buy	504 +294	+140%	+$8.84K	﹤0.01%	466
2024 Q2	$6.2K	Buy	+210	New	+$6.24K	﹤0.01%	512
2017 Q4	–	Sell	-150	Closed	-$3K	–	565
2017 Q3	$3K	Hold	150	–	–	﹤0.01%	551
2017 Q2	$3K	Hold	150	–	–	﹤0.01%	622
2017 Q1	$2K	Hold	150	–	–	﹤0.01%	517
2016 Q4	$2K	Buy	+150	New	+$2.26K	﹤0.01%	560

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

Grove Bank & Trust's UBS Position: Q2 2026 in Review

Grove Bank & Trust increased its UBS Group (UBS) stake by 4.6% in Q2 2026, buying an estimated $228 and bringing the position to 113 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Grove Bank & Trust first reported a position in UBS in Q4 2016 and has held it in 11 quarters since. The position peaked at $28.3K in Q1 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Grove Bank & Trust held 113 shares of UBS Group worth $5.6K as of Q2 2026.
Grove Bank & Trust bought 5 UBS Group shares in Q2 2026, an estimated $228.
UBS Group made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #713 holding.
Grove Bank & Trust first reported a position in UBS Group in Q4 2016 and has held it in 11 quarters since.
Grove Bank & Trust's UBS Group position peaked at $28.3K in Q1 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.