Laird Norton Wetherby Trust Company’s UBS Group UBS Stock Holding History

Laird Norton Wetherby Trust Company’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	$8.47M	Buy	170,971 +4,928	+3%	+$224K	0.16%	92
2026 Q1	$6.49M	Sell	166,043 -7,241	-4%	-$310K	0.14%	110
2025 Q4	$8.02M	Buy	+173,284	New	+$7M	0.17%	90

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

Laird Norton Wetherby Trust Company's UBS Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its UBS Group (UBS) stake by 3% in Q2 2026, buying an estimated $224K and bringing the position to 170,971 shares worth $8.47M. The position accounts for 0.16% of the portfolio, ranked #92.

Laird Norton Wetherby Trust Company first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Laird Norton Wetherby Trust Company held 170,971 shares of UBS Group worth $8.47M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 4,928 UBS Group shares in Q2 2026, an estimated $224K.
UBS Group made up 0.16% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #92 holding.
Laird Norton Wetherby Trust Company first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.