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LVW Advisors’s UBS Group UBS Stock Holding History

LVW 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 		$437K Buy
+8,815
New +$401K 0.04% 258

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LVW Advisors's UBS Position: Q2 2026 in Review

LVW Advisors opened a new position in UBS Group (UBS) in Q2 2026: 8,815 shares worth $437K. The stake represents 0.04% of the portfolio and ranks #258 among its holdings.

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

  • LVW Advisors held 8,815 shares of UBS Group worth $437K as of Q2 2026.
  • UBS Group was a new LVW Advisors position in Q2 2026.
  • UBS Group made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #258 holding.
  • 285 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.