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Highland Capital Management (Tennessee)’s UBS Group UBS Stock Holding History

Highland Capital Management (Tennessee)’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 		$4.15M Sell
83,806
-155
-0.2% -$7.06K 0.19% 120
2026
Q1 		$3.28M Sell
83,961
-300
-0.4% -$12.8K 0.17% 130
2025
Q4 		$3.9M Sell
84,261
-9,605
-10% -$388K 0.19% 118
2025
Q3 		$3.85M Buy
93,866
+7,110
+8% +$276K 0.19% 127
2025
Q2 		$2.93M Sell
86,756
-1,810
-2% -$56K 0.16% 149
2025
Q1 		$2.71M Sell
88,566
-6,750
-7% -$225K 0.16% 144
2024
Q4 		$2.89M Sell
95,316
-2,525
-3% -$80K 0.17% 141
2024
Q3 		$3.02M Sell
97,841
-431
-0.4% -$13K 0.17% 140
2024
Q2 		$2.9M Sell
98,272
-8,280
-8% -$246K 0.17% 143
2024
Q1 		$3.27M Sell
106,552
-810
-0.8% -$23.9K 0.19% 139
2023
Q4 		$3.32M Buy
107,362
+495
+0.5% +$13K 0.21% 136
2023
Q3 		$2.63M Buy
106,867
+2,500
+2% +$58.4K 0.18% 148
2023
Q2 		$2.12M Sell
104,367
-1,600
-2% -$32.2K 0.14% 167
2023
Q1 		$2.26M Buy
105,967
+696
+0.7% +$14.5K 0.17% 143
2022
Q4 		$1.97M Sell
105,271
-400
-0.4% -$6.8K 0.14% 166
2022
Q3 		$1.53M Sell
105,671
-28,843
-21% -$462K 0.12% 173
2022
Q2 		$2.18M Hold
134,514
– – 0.16% 156
2022
Q1 		$2.63M Sell
134,514
-50
-0% -$946 0.16% 154
2021
Q4 		$2.4M Buy
134,564
+1,650
+1% +$29K 0.14% 162
2021
Q3 		$2.12M Buy
132,914
+16,700
+14% +$270K 0.13% 176
2021
Q2 		$1.78M Sell
116,214
-400
-0.3% -$6.32K 0.11% 196
2021
Q1 		$1.81M Sell
116,614
-1,260
-1% -$19.4K 0.11% 196
2020
Q4 		$1.67M Buy
117,874
+3,165
+3% +$41.9K 0.11% 198
2020
Q3 		$1.28M Sell
114,709
-857
-0.7% -$10.3K 0.09% 202
2020
Q2 		$1.33M Sell
115,566
-2,000
-2% -$20.6K 0.1% 191
2020
Q1 		$1.09M Buy
117,566
+6,500
+6% +$74.9K 0.1% 188
2019
Q4 		$1.4M Sell
111,066
-2,460
-2% -$29.3K 0.1% 200
2019
Q3 		$1.28M Sell
113,526
-1,400
-1% -$15.8K 0.1% 200
2019
Q2 		$1.36M Sell
114,926
-1,335
-1% -$16.4K 0.1% 200
2019
Q1 		$1.41M Sell
116,261
-50
-0% -$633 0.11% 190
2018
Q4 		$1.44M Hold
116,311
– – 0.12% 170
2018
Q3 		$1.83M Buy
116,311
+250
+0.2% +$3.93K 0.13% 165
2018
Q2 		$1.78M Hold
116,061
– – 0.14% 164
2018
Q1 		$2.05M Sell
116,061
-4,090
-3% -$77.8K 0.16% 144
2017
Q4 		$2.21M Sell
120,151
-2,560
-2% -$44.5K 0.17% 139
2017
Q3 		$2.1M Buy
122,711
+7,830
+7% +$134K 0.17% 141
2017
Q2 		$1.95M Buy
114,881
+7,960
+7% +$129K 0.16% 141
2017
Q1 		$1.71M Buy
106,921
+10,970
+11% +$177K 0.14% 154
2016
Q4 		$1.5M Sell
95,951
-200
-0.2% -$3.01K 0.13% 165
2016
Q3 		$1.31M Hold
96,151
– – 0.11% 190
2016
Q2 		$1.25M Buy
96,151
+2,500
+3% +$38.2K 0.11% 186
2016
Q1 		$1.5M Buy
93,651
+50
+0.1% +$812 0.13% 164
2015
Q4 		$1.81M Buy
93,601
+2,200
+2% +$42.9K 0.15% 165
2015
Q3 		$1.69M Sell
91,401
-3,315
-3% -$70.2K 0.14% 183
2015
Q2 		$2.01M Buy
+94,716
New +$1.98M 0.15% 176

Other funds holding UBS

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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

Highland Capital Management (Tennessee)'s UBS Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its UBS Group (UBS) stake by 0.18% in Q2 2026, selling an estimated $7.06K and leaving 83,806 shares worth $4.15M. The position accounts for 0.19% of the portfolio, ranked #120.

Highland Capital Management (Tennessee) first reported a position in UBS in Q2 2015 and has held it in 45 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Highland Capital Management (Tennessee) held 83,806 shares of UBS Group worth $4.15M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 155 UBS Group shares in Q2 2026, an estimated $7.06K.
  • UBS Group made up 0.19% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #120 holding.
  • Highland Capital Management (Tennessee) first reported a position in UBS Group in Q2 2015 and has held it in 45 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.