Gryphon Financial Partners’s UBS Group UBS Stock Holding History

Gryphon Financial 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	$1.21M	Buy	24,481 +3,035	+14%	+$138K	0.11%	135
2026 Q1	$838K	Buy	21,446 +1,941	+10%	+$83.1K	0.09%	156
2025 Q4	$903K	Buy	19,505 +2,850	+17%	+$115K	0.1%	138
2025 Q3	$683K	Buy	16,655 +4,231	+34%	+$164K	0.08%	160
2025 Q2	$420K	Buy	12,424 +2,458	+25%	+$76.1K	0.05%	206
2025 Q1	$305K	Buy	9,966 +3,084	+45%	+$103K	0.04%	215
2024 Q4	$209K	Buy	+6,882	New	+$218K	0.03%	245
2018 Q3	–	Sell	-117	Closed	-$2K	–	774
2018 Q2	$2K	Hold	117	–	–	﹤0.01%	871
2018 Q1	$2K	Hold	117	–	–	﹤0.01%	885
2017 Q4	$2K	Buy	+117	New	+$2.03K	﹤0.01%	935

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

Gryphon Financial Partners's UBS Position: Q2 2026 in Review

Gryphon Financial Partners increased its UBS Group (UBS) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 24,481 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #135.

Gryphon Financial Partners first reported a position in UBS in Q4 2017 and has held it in 10 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Gryphon Financial Partners held 24,481 shares of UBS Group worth $1.21M as of Q2 2026.
Gryphon Financial Partners bought 3,035 UBS Group shares in Q2 2026, an estimated $138K.
UBS Group made up 0.11% of Gryphon Financial Partners's portfolio in Q2 2026, its #135 holding.
Gryphon Financial Partners first reported a position in UBS Group in Q4 2017 and has held it in 10 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.