North Star Investment Management’s UBS Group UBS Stock Holding History

North Star Investment Management’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	$6.99K	Hold	141	–	–	﹤0.01%	1161
2026 Q1	$5.51K	Buy	141 +32	+29%	+$1.37K	﹤0.01%	1164
2025 Q4	$5.05K	Buy	109 +96	+738%	+$3.88K	﹤0.01%	1098
2025 Q3	$533	Buy	+13	New	+$505	﹤0.01%	1226
2019 Q4	–	Sell	-260	Closed	-$3K	–	1096
2019 Q3	$3K	Buy	+260	New	+$2.93K	﹤0.01%	990

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

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

North Star Investment Management's UBS Position: Q2 2026 in Review

North Star Investment Management held its UBS Group (UBS) position steady in Q2 2026 at 141 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

North Star Investment Management first reported a position in UBS in Q3 2019 and has held it in 5 quarters since. 768 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

North Star Investment Management held 141 shares of UBS Group worth $6.99K as of Q2 2026.
North Star Investment Management left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1161 holding.
North Star Investment Management first reported a position in UBS Group in Q3 2019 and has held it in 5 quarters since.
768 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.