Halbert Hargrove Global Advisors
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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
Q3 		– Sell
-19
Closed -$926 – 678
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

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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Halbert Hargrove Global Advisors's UBS Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of UBS Group (UBS) in Q3 2026, closing a stake of 19 shares — an estimated $926 sold.

Halbert Hargrove Global Advisors first reported a position in UBS in Q1 2025 and held it in 2 quarters. The position peaked at $926 in Q2 2026. 425 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining UBS Group position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 19 UBS Group shares in Q3 2026, an estimated $926.
  • Halbert Hargrove Global Advisors first reported a position in UBS Group in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's UBS Group position peaked at $926 in Q2 2026.
  • 425 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.