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Harbour Investments’s UBS Group UBS Stock Holding History

Harbour Investments’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 		$283K Buy
5,704
+118
+2% +$5.37K ﹤0.01% 1413
2026
Q1 		$218K Buy
5,586
+369
+7% +$15.8K ﹤0.01% 1485
2025
Q4 		$242K Buy
5,217
+2,699
+107% +$109K ﹤0.01% 1192
2025
Q3 		$103K Buy
2,518
+413
+20% +$16K ﹤0.01% 1570
2025
Q2 		$71.2K Hold
2,105
– – ﹤0.01% 1648
2025
Q1 		$64.5K Hold
2,105
– – ﹤0.01% 1646
2024
Q4 		$63.8K Sell
2,105
-426
-17% -$13.5K ﹤0.01% 1589
2024
Q3 		$78.2K Hold
2,531
– – ﹤0.01% 1449
2024
Q2 		$74.8K Buy
2,531
+204
+9% +$6.06K ﹤0.01% 1367
2024
Q1 		$71.5K Buy
+2,327
New +$68.7K ﹤0.01% 1357

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

Harbour Investments's UBS Position: Q2 2026 in Review

Harbour Investments increased its UBS Group (UBS) stake by 2.1% in Q2 2026, buying an estimated $5.37K and bringing the position to 5,704 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Harbour Investments first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Harbour Investments held 5,704 shares of UBS Group worth $283K as of Q2 2026.
  • Harbour Investments bought 118 UBS Group shares in Q2 2026, an estimated $5.37K.
  • UBS Group made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1413 holding.
  • Harbour Investments first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.