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Impact Capital Partners’s UBS Group UBS Stock Holding History

Impact Capital 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 		$843K Buy
17,006
+23
+0.1% +$1.05K 0.23% 99
2026
Q1 		$664K Buy
16,983
+230
+1% +$9.84K 0.2% 102
2025
Q4 		$776K Buy
16,753
+6,571
+65% +$265K 0.23% 89
2025
Q3 		$417K Buy
10,182
+188
+2% +$7.3K 0.13% 162
2025
Q2 		$338K Buy
9,994
+394
+4% +$12.2K 0.11% 195
2025
Q1 		$294K Buy
9,600
+62
+0.7% +$2.07K 0.11% 205
2024
Q4 		$289K Buy
+9,538
New +$302K 0.1% 207

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

Impact Capital Partners's UBS Position: Q2 2026 in Review

Impact Capital Partners increased its UBS Group (UBS) stake by 0.14% in Q2 2026, buying an estimated $1.05K and bringing the position to 17,006 shares worth $843K. The position accounts for 0.23% of the portfolio, ranked #99.

Impact Capital Partners first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Impact Capital Partners held 17,006 shares of UBS Group worth $843K as of Q2 2026.
  • Impact Capital Partners bought 23 UBS Group shares in Q2 2026, an estimated $1.05K.
  • UBS Group made up 0.23% of Impact Capital Partners's portfolio in Q2 2026, its #99 holding.
  • Impact Capital Partners first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 150 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.