Knights of Columbus Asset Advisors’s UBS Group UBS Stock Holding History

Knights of Columbus Asset Advisors’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	$358K	Sell	7,223 -3,893	-35%	-$177K	0.02%	323
2026 Q1	$434K	Hold	11,116	–	–	0.02%	318
2025 Q4	$515K	Hold	11,116	–	–	0.03%	308
2025 Q3	$456K	Buy	11,116 +1,775	+19%	+$68.9K	0.03%	297
2025 Q2	$316K	Hold	9,341	–	–	0.02%	294
2025 Q1	$286K	Sell	9,341 -452	-5%	-$15.1K	0.02%	285
2024 Q4	$297K	Hold	9,793	–	–	0.02%	287
2024 Q3	$303K	Buy	9,793 +2,023	+26%	+$60.8K	0.02%	296
2024 Q2	$230K	Buy	7,770 +3,070	+65%	+$91.3K	0.02%	330
2024 Q1	$144K	Sell	4,700 -320	-6%	-$9.45K	0.01%	328
2023 Q4	$155K	Buy	+5,020	New	+$132K	0.01%	327

Other funds holding UBS

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Knights of Columbus Asset Advisors's UBS Position: Q2 2026 in Review

Knights of Columbus Asset Advisors reduced its UBS Group (UBS) stake by 35% in Q2 2026, selling an estimated $177K and leaving 7,223 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #323.

Knights of Columbus Asset Advisors first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $515K in Q4 2025. 378 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Knights of Columbus Asset Advisors held 7,223 shares of UBS Group worth $358K as of Q2 2026.
Knights of Columbus Asset Advisors sold 3,893 UBS Group shares in Q2 2026, an estimated $177K.
UBS Group made up 0.02% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #323 holding.
Knights of Columbus Asset Advisors first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
Knights of Columbus Asset Advisors's UBS Group position peaked at $515K in Q4 2025.
378 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.