HWP
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Highline Wealth Partners’s UBS Group UBS Stock Holding History

Highline Wealth Partners’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 		$18.9K Buy
382
+22
+6% +$1K ﹤0.01% 407
2026
Q1 		$14.1K Sell
360
-219
-38% -$9.37K ﹤0.01% 371
2025
Q4 		$26.8K Buy
579
+54
+10% +$2.18K 0.01% 207
2025
Q3 		$21.5K Buy
525
+300
+133% +$11.7K 0.01% 263
2025
Q2 		$7.61K Buy
225
+25
+13% +$774 ﹤0.01% 376
2025
Q1 		$6.13K Buy
200
+49
+32% +$1.63K ﹤0.01% 383
2024
Q4 		$4.58K Buy
151
+13
+9% +$412 ﹤0.01% 356
2024
Q3 		$4.27K Buy
138
+104
+306% +$3.13K ﹤0.01% 361
2024
Q2 		$1K Buy
+34
New +$1.01K ﹤0.01% 452

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Highline Wealth Partners's UBS Position: Q2 2026 in Review

Highline Wealth Partners increased its UBS Group (UBS) stake by 6.1% in Q2 2026, buying an estimated $1K and bringing the position to 382 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Highline Wealth Partners first reported a position in UBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.8K in Q4 2025. 146 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Highline Wealth Partners held 382 shares of UBS Group worth $18.9K as of Q2 2026.
  • Highline Wealth Partners bought 22 UBS Group shares in Q2 2026, an estimated $1K.
  • UBS Group made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #407 holding.
  • Highline Wealth Partners first reported a position in UBS Group in Q2 2024 and has held it in 9 quarters since.
  • Highline Wealth Partners's UBS Group position peaked at $26.8K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.