M.E. Allison & Co
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M.E. Allison & Co’s UBS Group UBS Stock Holding History

M.E. Allison & Co’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
Q3 		$508K Hold
10,560
– – 0.29% 95
2026
Q2 		$523K Hold
10,560
– – 0.3% 92
2026
Q1 		$413K Hold
10,560
– – 0.27% 100
2025
Q4 		$489K Hold
10,560
– – 0.33% 79
2025
Q3 		$433K Sell
10,560
-1,100
-9% -$42.7K 0.3% 83
2025
Q2 		$394K Hold
11,660
– – 0.32% 84
2025
Q1 		$357K Hold
11,660
– – 0.35% 84
2024
Q4 		$354K Buy
+11,660
New +$370K 0.39% 78

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
Systrade
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
Haven Global Partners
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

M.E. Allison & Co's UBS Position: Q3 2026 in Review

M.E. Allison & Co held its UBS Group (UBS) position steady in Q3 2026 at 10,560 shares worth $508K. The position accounts for 0.29% of the portfolio, ranked #95.

M.E. Allison & Co first reported a position in UBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $523K in Q2 2026. 143 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • M.E. Allison & Co held 10,560 shares of UBS Group worth $508K as of Q3 2026.
  • M.E. Allison & Co left its UBS Group share count unchanged in Q3 2026.
  • UBS Group made up 0.29% of M.E. Allison & Co's portfolio in Q3 2026, its #95 holding.
  • M.E. Allison & Co first reported a position in UBS Group in Q4 2024 and has held it in 8 quarters since.
  • M.E. Allison & Co's UBS Group position peaked at $523K in Q2 2026.
  • 143 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.