Keebeck Wealth Management’s UBS Group UBS Stock Holding History

Keebeck 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	$525K	Buy	10,584 +1,812	+21%	+$82.5K	0.05%	256
2026 Q1	$343K	Buy	8,772 +2,540	+41%	+$109K	0.04%	291
2025 Q4	$289K	Buy	6,232 +456	+8%	+$18.4K	0.03%	300
2025 Q3	$237K	Buy	+5,776	New	+$224K	0.03%	331
2020 Q3	–	Sell	-5,000	Closed	-$57K	–	347
2020 Q2	$57K	Buy	+5,000	New	+$51.5K	0.02%	209

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

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

Keebeck Wealth Management increased its UBS Group (UBS) stake by 21% in Q2 2026, buying an estimated $82.5K and bringing the position to 10,584 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #256.

Keebeck Wealth Management first reported a position in UBS in Q2 2020 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Keebeck Wealth Management held 10,584 shares of UBS Group worth $525K as of Q2 2026.
Keebeck Wealth Management bought 1,812 UBS Group shares in Q2 2026, an estimated $82.5K.
UBS Group made up 0.05% of Keebeck Wealth Management's portfolio in Q2 2026, its #256 holding.
Keebeck Wealth Management first reported a position in UBS Group in Q2 2020 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.