Hirtle Callaghan & Co’s UBS Group UBS Stock Holding History

Hirtle Callaghan & Co’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	$495K	Buy	+9,986	New	+$455K	0.02%	88
2019 Q2	–	Sell	-268	Closed	-$3K	–	75
2019 Q1	$3K	Buy	+268	New	+$3.4K	﹤0.01%	63
2018 Q2	–	Sell	-268	Closed	-$5K	–	136
2018 Q1	$5K	Hold	268	–	–	﹤0.01%	113
2017 Q4	$5K	Buy	+268	New	+$4.66K	﹤0.01%	129

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Hirtle Callaghan & Co's UBS Position: Q2 2026 in Review

Hirtle Callaghan & Co opened a new position in UBS Group (UBS) in Q2 2026: 9,986 shares worth $495K. The stake represents 0.02% of the portfolio and ranks #88 among its holdings. This is a return to the name: Hirtle Callaghan & Co previously reported a position in UBS as recently as Q1 2019.

Hirtle Callaghan & Co first reported a position in UBS in Q4 2017 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Hirtle Callaghan & Co held 9,986 shares of UBS Group worth $495K as of Q2 2026.
UBS Group was a new Hirtle Callaghan & Co position in Q2 2026.
UBS Group made up 0.02% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #88 holding.
Hirtle Callaghan & Co first reported a position in UBS Group in Q4 2017 and has held it in 4 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.