Klingman & Associates’s UBS Group UBS Stock Holding History

Klingman & Associates’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	$218K	Buy	+4,393	New	+$200K	0.01%	327

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

Klingman & Associates's UBS Position: Q2 2026 in Review

Klingman & Associates opened a new position in UBS Group (UBS) in Q2 2026: 4,393 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings.

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

Klingman & Associates held 4,393 shares of UBS Group worth $218K as of Q2 2026.
UBS Group was a new Klingman & Associates position in Q2 2026.
UBS Group made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #327 holding.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.