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Manning & Napier Advisors’s UBS Group UBS Stock Holding History

Manning & Napier 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 		$8.02K Buy
162
+2
+1% +$91 ﹤0.01% 531
2026
Q1 		$5.87K Sell
160
-15
-9% -$642 ﹤0.01% 505
2025
Q4 		$8.14K Buy
+175
New +$7.07K ﹤0.01% 410

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Manning & Napier Advisors's UBS Position: Q2 2026 in Review

Manning & Napier Advisors increased its UBS Group (UBS) stake by 1.3% in Q2 2026, buying an estimated $91 and bringing the position to 162 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Manning & Napier Advisors first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.14K in Q4 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Manning & Napier Advisors held 162 shares of UBS Group worth $8.02K as of Q2 2026.
  • Manning & Napier Advisors bought 2 UBS Group shares in Q2 2026, an estimated $91.
  • UBS Group made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q2 2026, its #531 holding.
  • Manning & Napier Advisors first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Manning & Napier Advisors's UBS Group position peaked at $8.14K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.