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Harbor Asset Planning’s UBS Group UBS Stock Holding History

Harbor Asset Planning’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 		– Sell
-133
Closed -$5.2K – 427
2026
Q1 		$5.2K Hold
133
– – ﹤0.01% 377
2025
Q4 		$6.16K Hold
133
– – 0.01% 365
2025
Q3 		$5.45K Hold
133
– – ﹤0.01% 360
2025
Q2 		$4.5K Buy
+133
New +$4.12K ﹤0.01% 367

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Harbor Asset Planning's UBS Position: Q2 2026 in Review

Harbor Asset Planning sold out of UBS Group (UBS) in Q2 2026, closing a stake of 133 shares — an estimated $5.2K sold.

Harbor Asset Planning first reported a position in UBS in Q2 2025 and held it in 4 quarters. The position peaked at $6.16K in Q4 2025. 195 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Harbor Asset Planning reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 133 UBS Group shares in Q2 2026, an estimated $5.2K.
  • Harbor Asset Planning first reported a position in UBS Group in Q2 2025 and held it in 4 quarters.
  • Harbor Asset Planning's UBS Group position peaked at $6.16K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.