Klingenstein Fields & Co’s UBS Group UBS Stock Holding History

Klingenstein Fields & Co’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	$740K	Hold	14,930	–	–	0.03%	119
2026 Q1	$583K	Hold	14,930	–	–	0.02%	121
2025 Q4	$691K	Hold	14,930	–	–	0.03%	111
2025 Q3	$612K	Hold	14,930	–	–	0.02%	117
2025 Q2	$505K	Hold	14,930	–	–	0.02%	118
2025 Q1	$457K	Hold	14,930	–	–	0.02%	122
2024 Q4	$453K	Hold	14,930	–	–	0.02%	120
2024 Q3	$461K	Hold	14,930	–	–	0.02%	125
2024 Q2	$441K	Hold	14,930	–	–	0.02%	125
2024 Q1	$459K	Hold	14,930	–	–	0.02%	124
2023 Q4	$461K	Hold	14,930	–	–	0.02%	119
2023 Q3	$368K	Buy	+14,930	New	+$349K	0.02%	125

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

Klingenstein Fields & Co's UBS Position: Q2 2026 in Review

Klingenstein Fields & Co held its UBS Group (UBS) position steady in Q2 2026 at 14,930 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #119.

Klingenstein Fields & Co first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Klingenstein Fields & Co held 14,930 shares of UBS Group worth $740K as of Q2 2026.
Klingenstein Fields & Co left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.03% of Klingenstein Fields & Co's portfolio in Q2 2026, its #119 holding.
Klingenstein Fields & Co first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.