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NewEdge Wealth’s UBS Group UBS Stock Holding History

NewEdge 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
Q2 		$408K Buy
8,234
+1,211
+17% +$55.2K ﹤0.01% 918
2026
Q1 		$274K Sell
7,023
-7,332
-51% -$314K ﹤0.01% 990
2025
Q4 		$665K Buy
14,355
+7,504
+110% +$303K 0.01% 748
2025
Q3 		$263K Buy
+6,851
New +$266K ﹤0.01% 913

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

NewEdge Wealth's UBS Position: Q2 2026 in Review

NewEdge Wealth increased its UBS Group (UBS) stake by 17% in Q2 2026, buying an estimated $55.2K and bringing the position to 8,234 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

NewEdge Wealth first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $665K in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • NewEdge Wealth held 8,234 shares of UBS Group worth $408K as of Q2 2026.
  • NewEdge Wealth bought 1,211 UBS Group shares in Q2 2026, an estimated $55.2K.
  • UBS Group made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #918 holding.
  • NewEdge Wealth first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's UBS Group position peaked at $665K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.