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Harbor Investment Advisory’s UBS Group UBS Stock Holding History

Harbor Investment Advisory’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 		$7.24K Hold
146
– – ﹤0.01% 1081
2026
Q1 		$5.7K Hold
146
– – ﹤0.01% 1004
2025
Q4 		$6.76K Buy
+146
New +$5.9K ﹤0.01% 1006
2024
Q2 		– Sell
-21
Closed -$645 – 1450
2024
Q1 		$645 Buy
+21
New +$620 ﹤0.01% 1248
2020
Q1 		– Sell
-1
Closed – – 1190
2019
Q4 		$0 Buy
+1
New +$12 ﹤0.01% 985

Other funds holding UBS

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Harbor Investment Advisory's UBS Position: Q2 2026 in Review

Harbor Investment Advisory held its UBS Group (UBS) position steady in Q2 2026 at 146 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Harbor Investment Advisory first reported a position in UBS in Q4 2019 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Harbor Investment Advisory held 146 shares of UBS Group worth $7.24K as of Q2 2026.
  • Harbor Investment Advisory left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1081 holding.
  • Harbor Investment Advisory first reported a position in UBS Group in Q4 2019 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.