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Nvest Wealth Strategies’s UBS Group UBS Stock Holding History

Nvest Wealth Strategies’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 		$447 Hold
9
– – ﹤0.01% 291
2026
Q1 		$352 Buy
+9
New +$385 ﹤0.01% 332

Other funds holding UBS

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Nvest Wealth Strategies's UBS Position: Q2 2026 in Review

Nvest Wealth Strategies held its UBS Group (UBS) position steady in Q2 2026 at 9 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Nvest Wealth Strategies first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Nvest Wealth Strategies held 9 shares of UBS Group worth $447 as of Q2 2026.
  • Nvest Wealth Strategies left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #291 holding.
  • Nvest Wealth Strategies first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.