Nalls Sherbakoff Group’s UBS Group UBS Stock Holding History

Nalls Sherbakoff 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	$19.8K	Hold	400	–	–	0.01%	247
2026 Q1	$15.6K	Hold	400	–	–	0.01%	277
2025 Q4	$18.5K	Hold	400	–	–	0.01%	283
2025 Q3	$16.4K	Hold	400	–	–	0.01%	292
2025 Q2	$13.5K	Hold	400	–	–	0.01%	305
2025 Q1	$12.3K	Buy	+400	New	+$13.3K	0.01%	285
2023 Q4	$12.4K	Hold	400	–	–	0.01%	262
2023 Q3	$9.86K	Hold	400	–	–	0.01%	263
2023 Q2	$7.56K	Hold	400	–	–	0.01%	280
2023 Q1	$8.2K	Buy	+400	New	+$8.35K	0.01%	281
2018 Q4	$5K	Buy	+400	New	+$5.42K	0.01%	313

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

Nalls Sherbakoff Group's UBS Position: Q2 2026 in Review

Nalls Sherbakoff Group held its UBS Group (UBS) position steady in Q2 2026 at 400 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #247.

Nalls Sherbakoff Group first reported a position in UBS in Q4 2018 and has held it in 11 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Nalls Sherbakoff Group held 400 shares of UBS Group worth $19.8K as of Q2 2026.
Nalls Sherbakoff Group left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #247 holding.
Nalls Sherbakoff Group first reported a position in UBS Group in Q4 2018 and has held it in 11 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.