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Morningstar Investment Management’s UBS Group UBS Stock Holding History

Morningstar Investment Management’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 		$1.33M Hold
34,188
– – 0.08% 195
2026
Q1 		$1.33M Buy
34,188
+4,334
+15% +$185K 0.08% 193
2025
Q4 		$1.38M Buy
+29,854
New +$1.21M 0.08% 195

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

Morningstar Investment Management's UBS Position: Q2 2026 in Review

Morningstar Investment Management held its UBS Group (UBS) position steady in Q2 2026 at 34,188 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #195.

Morningstar Investment Management first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q4 2025. 266 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Morningstar Investment Management held 34,188 shares of UBS Group worth $1.33M as of Q2 2026.
  • Morningstar Investment Management left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.08% of Morningstar Investment Management's portfolio in Q2 2026, its #195 holding.
  • Morningstar Investment Management first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Morningstar Investment Management's UBS Group position peaked at $1.38M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.