Osaic Holdings
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Osaic Holdings’s UBS Group UBS Stock Holding History

Osaic Holdings’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 		$2.08M Buy
42,046
+6,348
+18% +$289K ﹤0.01% 2267
2026
Q1 		$1.39M Buy
35,698
+3,900
+12% +$167K ﹤0.01% 2393
2025
Q4 		$1.47M Buy
31,798
+1,316
+4% +$53.2K ﹤0.01% 2339
2025
Q3 		$1.25M Sell
30,482
-1,863
-6% -$72.4K ﹤0.01% 2589
2025
Q2 		$1.09M Buy
32,345
+5,299
+20% +$164K ﹤0.01% 2445
2025
Q1 		$829K Sell
27,046
-13,685
-34% -$456K ﹤0.01% 2409
2024
Q4 		$1.23M Sell
40,731
-5,608
-12% -$178K ﹤0.01% 2028
2024
Q3 		$1.43M Buy
46,339
+542
+1% +$16.3K ﹤0.01% 1978
2024
Q2 		$1.35M Buy
45,797
+5,072
+12% +$151K ﹤0.01% 1943
2024
Q1 		$1.25M Sell
40,725
-125,086
-75% -$3.7M ﹤0.01% 2116
2023
Q4 		$5.12M Sell
165,811
-21,118
-11% -$555K 0.01% 1191
2023
Q3 		$4.61M Buy
186,929
+51,488
+38% +$1.2M 0.01% 1361
2023
Q2 		$2.74M Sell
135,441
-60,614
-31% -$1.22M ﹤0.01% 1607
2023
Q1 		$4.18M Sell
196,055
-18,764
-9% -$391K 0.01% 1284
2022
Q4 		$4.01M Buy
214,819
+31,425
+17% +$534K 0.01% 1251
2022
Q3 		$2.66M Sell
183,394
-52,386
-22% -$839K 0.01% 1426
2022
Q2 		$3.83M Buy
235,780
+62,774
+36% +$1.1M 0.01% 1219
2022
Q1 		$3.29M Sell
173,006
-6,107
-3% -$116K 0.01% 1516
2021
Q4 		$3.2M Buy
179,113
+74,565
+71% +$1.31M 0.01% 1406
2021
Q3 		$1.67M Buy
104,548
+17,163
+20% +$278K ﹤0.01% 1882
2021
Q2 		$1.34M Sell
87,385
-28,063
-24% -$443K ﹤0.01% 2079
2021
Q1 		$1.79M Buy
115,448
+49,598
+75% +$762K ﹤0.01% 1718
2020
Q4 		$932K Buy
65,850
+2,252
+4% +$29.8K ﹤0.01% 2109
2020
Q3 		$713K Sell
63,598
-6,188
-9% -$74.2K ﹤0.01% 2096
2020
Q2 		$803K Sell
69,786
-352
-0.5% -$3.63K ﹤0.01% 1922
2020
Q1 		$646K Buy
+70,138
New +$808K ﹤0.01% 1863

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

Osaic Holdings's UBS Position: Q2 2026 in Review

Osaic Holdings increased its UBS Group (UBS) stake by 18% in Q2 2026, buying an estimated $289K and bringing the position to 42,046 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Osaic Holdings first reported a position in UBS in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.12M in Q4 2023. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Osaic Holdings held 42,046 shares of UBS Group worth $2.08M as of Q2 2026.
  • Osaic Holdings bought 6,348 UBS Group shares in Q2 2026, an estimated $289K.
  • UBS Group made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2267 holding.
  • Osaic Holdings first reported a position in UBS Group in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's UBS Group position peaked at $5.12M in Q4 2023.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.