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JGP Wealth Management’s UBS Group UBS Stock Holding History

JGP Wealth Management’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 		$217K Buy
+4,376
New +$199K 0.02% 220

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

JGP Wealth Management's UBS Position: Q2 2026 in Review

JGP Wealth Management opened a new position in UBS Group (UBS) in Q2 2026: 4,376 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #220 among its holdings.

215 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • JGP Wealth Management held 4,376 shares of UBS Group worth $217K as of Q2 2026.
  • UBS Group was a new JGP Wealth Management position in Q2 2026.
  • UBS Group made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #220 holding.
  • 215 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.