Newbridge Financial Services Group’s UBS Group UBS Stock Holding History

Newbridge Financial Services 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	$70.6K	Hold	1,425	–	–	0.01%	403
2026 Q1	$55.7K	Sell	1,425 -150	-10%	-$6.42K	0.01%	403
2025 Q4	$72.9K	Hold	1,575	–	–	0.01%	365
2025 Q3	$64.6K	Buy	1,575 +1,075	+215%	+$41.7K	0.01%	465
2025 Q2	$16.9K	Hold	500	–	–	﹤0.01%	761
2025 Q1	$15.3K	Hold	500	–	–	﹤0.01%	602
2024 Q4	$15.2K	Hold	500	–	–	﹤0.01%	662
2024 Q3	$15.5K	Hold	500	–	–	0.01%	389
2024 Q2	$14.8K	Hold	500	–	–	0.01%	635
2024 Q1	$15.4K	Hold	500	–	–	0.01%	666
2023 Q4	$15.4K	Hold	500	–	–	0.01%	645
2023 Q3	$12.3K	Hold	500	–	–	0.01%	766
2023 Q2	$10.1K	Buy	+500	New	+$10.1K	0.01%	886

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

Newbridge Financial Services Group's UBS Position: Q2 2026 in Review

Newbridge Financial Services Group held its UBS Group (UBS) position steady in Q2 2026 at 1,425 shares worth $70.6K. The position accounts for 0.01% of the portfolio, ranked #403.

Newbridge Financial Services Group first reported a position in UBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $72.9K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Newbridge Financial Services Group held 1,425 shares of UBS Group worth $70.6K as of Q2 2026.
Newbridge Financial Services Group left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #403 holding.
Newbridge Financial Services Group first reported a position in UBS Group in Q2 2023 and has held it in 13 quarters since.
Newbridge Financial Services Group's UBS Group position peaked at $72.9K in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.