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NBC Securities’s UBS Group UBS Stock Holding History

NBC Securities’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 		$528K Sell
10,656
-92
-0.9% -$4.19K 0.04% 506
2026
Q1 		$420K Sell
10,748
-2,462
-19% -$105K 0.03% 571
2025
Q4 		$612K Sell
13,210
-419
-3% -$16.9K 0.05% 430
2025
Q3 		$559K Sell
13,629
-4,859
-26% -$189K 0.04% 460
2025
Q2 		$625K Buy
18,488
+1,802
+11% +$55.8K 0.05% 407
2025
Q1 		$511K Buy
16,686
+16,669
+98,053% +$556K 0.04% 447
2024
Q4 		$519 Sell
17
-17,125
-100% -$543K 0.05% 435
2024
Q3 		$529K Sell
17,142
-12
-0.1% -$361 0.04% 441
2024
Q2 		$506K Buy
17,154
+2,873
+20% +$85.4K 0.05% 434
2024
Q1 		$438K Sell
14,281
-610
-4% -$18K 0.04% 478
2023
Q4 		$460K Sell
14,891
-342
-2% -$8.99K 0.05% 446
2023
Q3 		$375K Buy
+15,233
New +$356K 0.04% 470

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

NBC Securities's UBS Position: Q2 2026 in Review

NBC Securities reduced its UBS Group (UBS) stake by 0.86% in Q2 2026, selling an estimated $4.19K and leaving 10,656 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #506.

NBC Securities first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $625K in Q2 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • NBC Securities held 10,656 shares of UBS Group worth $528K as of Q2 2026.
  • NBC Securities sold 92 UBS Group shares in Q2 2026, an estimated $4.19K.
  • UBS Group made up 0.04% of NBC Securities's portfolio in Q2 2026, its #506 holding.
  • NBC Securities first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's UBS Group position peaked at $625K in Q2 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.