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Noble Wealth Management PBC’s UBS Group UBS Stock Holding History

Noble Wealth Management PBC’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
Q3 		$1.25K Buy
26
+5
+24% +$263 ﹤0.01% 644
2026
Q2 		$1.04K Buy
+21
New +$956 ﹤0.01% 695

Other funds holding UBS

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Noble Wealth Management PBC's UBS Position: Q3 2026 in Review

Noble Wealth Management PBC increased its UBS Group (UBS) stake by 24% in Q3 2026, buying an estimated $263 and bringing the position to 26 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Noble Wealth Management PBC first reported a position in UBS in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Noble Wealth Management PBC held 26 shares of UBS Group worth $1.25K as of Q3 2026.
  • Noble Wealth Management PBC bought 5 UBS Group shares in Q3 2026, an estimated $263.
  • UBS Group made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #644 holding.
  • Noble Wealth Management PBC first reported a position in UBS Group in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.