Independence Bank of Kentucky’s UBS Group UBS Stock Holding History

Independence Bank of Kentucky’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	$236K	Hold	4,766	–	–	0.03%	271
2026 Q1	$182K	Hold	4,766	–	–	0.02%	289
2025 Q4	$221K	Buy	4,766 +166	+4%	+$6.71K	0.03%	276
2025 Q3	$188K	Hold	4,600	–	–	0.02%	290
2025 Q2	$156K	Sell	4,600 -500	-10%	-$15.5K	0.02%	307
2025 Q1	$155K	Buy	5,100 +25	+0.5%	+$834	0.02%	304
2024 Q4	$154K	Buy	+5,075	New	+$161K	0.02%	302

Other funds holding UBS

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Independence Bank of Kentucky's UBS Position: Q2 2026 in Review

Independence Bank of Kentucky held its UBS Group (UBS) position steady in Q2 2026 at 4,766 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #271.

Independence Bank of Kentucky first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Independence Bank of Kentucky held 4,766 shares of UBS Group worth $236K as of Q2 2026.
Independence Bank of Kentucky left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.03% of Independence Bank of Kentucky's portfolio in Q2 2026, its #271 holding.
Independence Bank of Kentucky first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
536 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.