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Ingalls & Snyder LLC’s UBS Group UBS Stock Holding History

Ingalls & Snyder LLC’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 		$10.4M Buy
209,623
+15,687
+8% +$714K 0.28% 65
2026
Q1 		$7.58M Buy
193,936
+11,917
+7% +$510K 0.27% 74
2025
Q4 		$8.43M Buy
182,019
+11,950
+7% +$483K 0.31% 69
2025
Q3 		$6.97M Buy
170,069
+20,008
+13% +$777K 0.23% 81
2025
Q2 		$5.08M Buy
+150,061
New +$4.64M 0.18% 89

Other funds holding UBS

UBS Group
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

Ingalls & Snyder LLC's UBS Position: Q2 2026 in Review

Ingalls & Snyder LLC increased its UBS Group (UBS) stake by 8.1% in Q2 2026, buying an estimated $714K and bringing the position to 209,623 shares worth $10.4M. The position accounts for 0.28% of the portfolio, ranked #65.

Ingalls & Snyder LLC first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Ingalls & Snyder LLC held 209,623 shares of UBS Group worth $10.4M as of Q2 2026.
  • Ingalls & Snyder LLC bought 15,687 UBS Group shares in Q2 2026, an estimated $714K.
  • UBS Group made up 0.28% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #65 holding.
  • Ingalls & Snyder LLC first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.