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Halbert Hargrove Global Advisors’s UBS Group UBS Stock Holding History

Halbert Hargrove Global 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 		$926 Buy
+19
New +$865 ﹤0.01% 450
2025
Q2 		– Sell
-8
Closed -$246 – 629
2025
Q1 		$246 Buy
+8
New +$267 ﹤0.01% 579

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

Halbert Hargrove Global Advisors's UBS Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in UBS Group (UBS) in Q2 2026: 19 shares worth $926. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in UBS as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in UBS in Q1 2025 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Halbert Hargrove Global Advisors held 19 shares of UBS Group worth $926 as of Q2 2026.
  • UBS Group was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • UBS Group made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #450 holding.
  • Halbert Hargrove Global Advisors first reported a position in UBS Group in Q1 2025 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.