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Mather Group’s UBS Group UBS Stock Holding History

Mather Group’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 		$444K Sell
8,967
-208
-2% -$9.47K ﹤0.01% 566
2026
Q1 		$358K Hold
9,175
– – ﹤0.01% 570
2025
Q4 		$425K Buy
9,175
+8,052
+717% +$325K ﹤0.01% 447
2025
Q3 		$46K Buy
+1,123
New +$43.6K ﹤0.01% 922
2025
Q2 		– Sell
-1,630
Closed -$49.9K – 1648
2025
Q1 		$49.9K Sell
1,630
-15
-0.9% -$500 ﹤0.01% 893
2024
Q4 		$49.9K Buy
1,645
+15
+0.9% +$475 ﹤0.01% 875
2024
Q3 		$50.4K Sell
1,630
-5
-0.3% -$150 ﹤0.01% 876
2024
Q2 		$50.2K Sell
1,635
-26
-2% -$773 ﹤0.01% 996
2024
Q1 		$51.3K Buy
+1,661
New +$49.1K ﹤0.01% 865

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

Mather Group's UBS Position: Q2 2026 in Review

Mather Group reduced its UBS Group (UBS) stake by 2.3% in Q2 2026, selling an estimated $9.47K and leaving 8,967 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Mather Group first reported a position in UBS in Q1 2024 and has held it in 9 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Mather Group held 8,967 shares of UBS Group worth $444K as of Q2 2026.
  • Mather Group sold 208 UBS Group shares in Q2 2026, an estimated $9.47K.
  • UBS Group made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #566 holding.
  • Mather Group first reported a position in UBS Group in Q1 2024 and has held it in 9 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.