Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s UBS Group UBS Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.46M Buy
51,110
+29
+0.1% +$1.52K 0.89% 46
2026
Q2 		$2.53M Sell
51,081
-119
-0.2% -$5.42K 0.93% 42
2026
Q1 		$2M Sell
51,200
-549
-1% -$23.5K 0.81% 51
2025
Q4 		$2.4M Sell
51,749
-1,910
-4% -$77.2K 0.99% 37
2025
Q3 		$2.2M Sell
53,659
-1,016
-2% -$39.5K 0.92% 43
2025
Q2 		$1.85M Buy
54,675
+919
+2% +$28.4K 0.82% 45
2025
Q1 		$1.65M Sell
53,756
-1,641
-3% -$54.7K 0.77% 52
2024
Q4 		$1.68M Buy
55,397
+2,177
+4% +$69K 0.78% 49
2024
Q3 		$1.65M Sell
53,220
-61
-0.1% -$1.83K 0.77% 48
2024
Q2 		$1.57M Sell
53,281
-540
-1% -$16.1K 0.83% 47
2024
Q1 		$1.65M Sell
53,821
-289
-0.5% -$8.54K 0.87% 44
2023
Q4 		$1.67M Sell
54,110
-651
-1% -$17.1K 0.95% 37
2023
Q3 		$1.35M Buy
54,761
+1,860
+4% +$43.4K 0.8% 43
2023
Q2 		$1.07M Sell
52,901
-14
-0% -$281 0.65% 49
2023
Q1 		$1.13M Sell
52,915
-482
-0.9% -$10.1K 0.71% 51
2022
Q4 		$997K Buy
53,397
+7
+0% +$119 0.65% 54
2022
Q3 		$775K Buy
53,390
+825
+2% +$13.2K 0.57% 63
2022
Q2 		$853K Buy
52,565
+968
+2% +$17K 0.59% 60
2022
Q1 		$1.01M Buy
51,597
+3,287
+7% +$62.2K 0.64% 56
2021
Q4 		$863K Buy
48,310
+1,155
+2% +$20.3K 0.55% 62
2021
Q3 		$752K Buy
47,155
+672
+1% +$10.9K 0.54% 67
2021
Q2 		$713K Buy
46,483
+1,408
+3% +$22.2K 0.51% 71
2021
Q1 		$700K Buy
45,075
+1,964
+5% +$30.2K 0.54% 66
2020
Q4 		$609K Buy
+43,111
New +$571K 0.51% 66

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitchell & Pahl Private Wealth's UBS Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its UBS Group (UBS) stake by 0.06% in Q3 2026, buying an estimated $1.52K and bringing the position to 51,110 shares worth $2.46M. The position accounts for 0.89% of the portfolio, ranked #46.

Mitchell & Pahl Private Wealth first reported a position in UBS in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.53M in Q2 2026. 472 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 51,110 shares of UBS Group worth $2.46M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 29 UBS Group shares in Q3 2026, an estimated $1.52K.
  • UBS Group made up 0.89% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #46 holding.
  • Mitchell & Pahl Private Wealth first reported a position in UBS Group in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's UBS Group position peaked at $2.53M in Q2 2026.
  • 472 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.