Legacy Wealth Asset Management’s UBS Group UBS Stock Holding History

Legacy Wealth Asset 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	$2.57M	Sell	51,940 -628	-1%	-$28.6K	0.57%	32
2026 Q1	$2.05M	Sell	52,568 -2,036	-4%	-$87.1K	0.5%	39
2025 Q4	$2.53M	Sell	54,604 -3,362	-6%	-$136K	0.62%	23
2025 Q3	$2.38M	Sell	57,966 -25,404	-30%	-$987K	0.58%	26
2025 Q2	$2.82M	Buy	83,370 +23,356	+39%	+$723K	0.72%	14
2025 Q1	$1.84M	Sell	60,014 -308	-0.5%	-$10.3K	0.51%	45
2024 Q4	$1.83M	Sell	60,322 -383	-0.6%	-$12.1K	0.5%	44
2024 Q3	$1.88M	Buy	60,705 +438	+0.7%	+$13.2K	0.5%	54
2024 Q2	$1.78M	Buy	60,267 +3,330	+6%	+$99K	0.5%	55
2024 Q1	$1.75M	Buy	56,937 +1,329	+2%	+$39.3K	0.49%	51
2023 Q4	$1.72M	Buy	55,608 +5,877	+12%	+$155K	0.56%	47
2023 Q3	$1.23M	Sell	49,731 -68,963	-58%	-$1.61M	0.45%	65
2023 Q2	$2.41M	Buy	118,694 +48,518	+69%	+$975K	0.84%	14
2023 Q1	$1.5M	Sell	70,176 -1,338	-2%	-$27.9K	0.54%	43
2022 Q4	$1.34M	Sell	71,514 -39,464	-36%	-$671K	0.51%	52
2022 Q3	$1.61M	Buy	+110,978	New	+$1.78M	0.7%	24

Other funds holding UBS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return