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MassMutual Private Wealth & Trust’s UBS Group UBS Stock Holding History

MassMutual Private Wealth & Trust’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 		$223K Sell
4,490
-728
-14% -$33.2K 0.01% 429
2026
Q1 		$204K Sell
5,218
-342
-6% -$14.6K 0.01% 431
2025
Q4 		$257K Sell
5,560
-94
-2% -$3.8K 0.01% 401
2025
Q3 		$232K Buy
5,654
+410
+8% +$15.9K 0.01% 423
2025
Q2 		$177K Sell
5,244
-992
-16% -$30.7K ﹤0.01% 462
2025
Q1 		$191K Buy
6,236
+1,010
+19% +$33.7K 0.01% 438
2024
Q4 		$158K Buy
5,226
+978
+23% +$31K ﹤0.01% 488
2024
Q3 		$131K Buy
4,248
+174
+4% +$5.23K ﹤0.01% 474
2024
Q2 		$120K Buy
4,074
+650
+19% +$19.3K ﹤0.01% 483
2024
Q1 		$105K Buy
3,424
+264
+8% +$7.8K ﹤0.01% 467
2023
Q4 		$97.6K Buy
3,160
+440
+16% +$11.6K ﹤0.01% 469
2023
Q3 		$67K Buy
2,720
+240
+10% +$5.61K ﹤0.01% 526
2023
Q2 		$50.3K Buy
2,480
+868
+54% +$17.5K ﹤0.01% 543
2023
Q1 		$34.4K Buy
1,612
+445
+38% +$9.28K ﹤0.01% 596
2022
Q4 		$22K Buy
1,167
+374
+47% +$6.36K ﹤0.01% 617
2022
Q3 		$12K Sell
793
-40
-5% -$640 ﹤0.01% 706
2022
Q2 		$14K Sell
833
-137
-14% -$2.4K ﹤0.01% 655
2022
Q1 		$19K Buy
970
+500
+106% +$9.46K ﹤0.01% 599
2021
Q4 		$8K Buy
470
+86
+22% +$1.51K ﹤0.01% 798
2021
Q3 		$6K Hold
384
– – ﹤0.01% 841
2021
Q2 		$6K Buy
+384
New +$6.06K ﹤0.01% 812
2020
Q3 		– Sell
-616
Closed -$7K – 815
2020
Q2 		$7K Buy
616
+608
+7,600% +$6.26K ﹤0.01% 582
2020
Q1 		$0 Hold
8
– – ﹤0.01% 807
2019
Q4 		$0 Sell
8
-131
-94% -$1.56K ﹤0.01% 903
2019
Q3 		$2K Buy
139
+131
+1,638% +$1.48K ﹤0.01% 778
2019
Q2 		$0 Hold
8
– – ﹤0.01% 835
2019
Q1 		$97 Sell
8
-8
-50% -$101 ﹤0.01% 834
2018
Q4 		$198 Hold
16
– – ﹤0.01% 950
2018
Q3 		$252 Hold
16
– – ﹤0.01% 936
2018
Q2 		$245 Sell
16
-179
-92% -$2.91K ﹤0.01% 1084
2018
Q1 		$3.44K Hold
195
– – ﹤0.01% 768
2017
Q4 		$3.59K Buy
+195
New +$3.39K ﹤0.01% 702
2017
Q3 		– Sell
-3,144
Closed -$53.4K – 1095
2017
Q2 		$53.4K Buy
+3,144
New +$51.1K ﹤0.01% 470

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

MassMutual Private Wealth & Trust's UBS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its UBS Group (UBS) stake by 14% in Q2 2026, selling an estimated $33.2K and leaving 4,490 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #429.

MassMutual Private Wealth & Trust first reported a position in UBS in Q2 2017 and has held it in 33 quarters since. The position peaked at $257K in Q4 2025. 285 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 4,490 shares of UBS Group worth $223K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 728 UBS Group shares in Q2 2026, an estimated $33.2K.
  • UBS Group made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #429 holding.
  • MassMutual Private Wealth & Trust first reported a position in UBS Group in Q2 2017 and has held it in 33 quarters since.
  • MassMutual Private Wealth & Trust's UBS Group position peaked at $257K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.