Matthew Hamilton Rosenberg’s UBS Group UBS Stock Holding History

Matthew Hamilton Rosenberg’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	$198K	Buy	4,001 +1,334	+50%	+$60.8K	0.04%	228
2026 Q1	$104K	Hold	2,667	–	–	0.02%	321
2025 Q4	$124K	Sell	2,667 -81	-3%	-$3.27K	0.03%	293
2025 Q3	$113K	Hold	2,748	–	–	0.02%	307
2025 Q2	$92.9K	Buy	2,748 +124	+5%	+$3.84K	0.02%	345
2025 Q1	$80.4K	Hold	2,624	–	–	0.02%	346
2024 Q4	$79.6K	Hold	2,624	–	–	0.02%	346
2024 Q3	$81.1K	Buy	2,624 +355	+16%	+$10.7K	0.02%	354
2024 Q2	$67.9K	Sell	2,269 -355	-14%	-$10.6K	0.02%	372
2024 Q1	$80K	Buy	2,624 +167	+7%	+$4.93K	0.02%	355
2023 Q4	$75.9K	Hold	2,457	–	–	0.02%	358
2023 Q3	$60.6K	Hold	2,457	–	–	0.02%	390
2023 Q2	$49.8K	Hold	2,457	–	–	0.02%	432
2023 Q1	$52.4K	Hold	2,457	–	–	0.02%	454
2022 Q4	$45.9K	Buy	2,457 +355	+17%	+$6.04K	0.02%	481
2022 Q3	$30K	Buy	2,102 +37	+2%	+$592	0.01%	535
2022 Q2	$33K	Hold	2,065	–	–	0.01%	533
2022 Q1	$40K	Hold	2,065	–	–	0.01%	487
2021 Q4	$37K	Sell	2,065 -503	-20%	-$8.86K	0.01%	464
2021 Q3	$41K	Hold	2,568	–	–	0.02%	422
2021 Q2	$39K	Hold	2,568	–	–	0.02%	397
2021 Q1	$40K	Hold	2,568	–	–	0.02%	371
2020 Q4	$36K	Hold	2,568	–	–	0.02%	364
2020 Q3	$29K	Hold	2,568	–	–	0.02%	361
2020 Q2	$30K	Buy	+2,568	New	+$26.4K	0.02%	364

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Matthew Hamilton Rosenberg's UBS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its UBS Group (UBS) stake by 50% in Q2 2026, buying an estimated $60.8K and bringing the position to 4,001 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #228.

Matthew Hamilton Rosenberg first reported a position in UBS in Q2 2020 and has held it in 25 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Matthew Hamilton Rosenberg held 4,001 shares of UBS Group worth $198K as of Q2 2026.
Matthew Hamilton Rosenberg bought 1,334 UBS Group shares in Q2 2026, an estimated $60.8K.
UBS Group made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #228 holding.
Matthew Hamilton Rosenberg first reported a position in UBS Group in Q2 2020 and has held it in 25 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.