PAS
UBS icon

Park Avenue Securities’s UBS Group UBS Stock Holding History

Park Avenue Securities’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 		$2.69M Buy
54,346
+7,648
+16% +$348K 0.02% 566
2026
Q1 		$1.82M Sell
46,698
-20,963
-31% -$897K 0.01% 585
2025
Q4 		$3.13M Buy
67,661
+13,779
+26% +$557K 0.03% 407
2025
Q3 		$2.21M Sell
53,882
-412
-0.8% -$16K 0.02% 550
2025
Q2 		$1.84M Sell
54,294
-3,633
-6% -$112K 0.02% 549
2025
Q1 		$1.77M Buy
57,927
+20,722
+56% +$691K 0.02% 427
2024
Q4 		$1.13M Buy
37,205
+6,638
+22% +$210K 0.01% 696
2024
Q3 		$945K Sell
30,567
-10,815
-26% -$325K 0.01% 711
2024
Q2 		$1.22M Sell
41,382
-486
-1% -$14.4K 0.01% 578
2024
Q1 		$1.29M Sell
41,868
-13,798
-25% -$408K 0.02% 561
2023
Q4 		$1.72M Buy
55,666
+1,840
+3% +$48.4K 0.02% 423
2023
Q3 		$1.33M Buy
53,826
+7,203
+15% +$168K 0.02% 455
2023
Q2 		$945K Buy
46,623
+6,602
+16% +$133K 0.02% 494
2023
Q1 		$854K Sell
40,021
-8,962
-18% -$187K 0.01% 506
2022
Q4 		$915K Buy
48,983
+4,844
+11% +$82.4K 0.02% 567
2022
Q3 		$640K Buy
44,139
+4,345
+11% +$69.6K 0.01% 626
2022
Q2 		$645K Buy
39,794
+3,667
+10% +$64.3K 0.01% 608
2022
Q1 		$706K Sell
36,127
-14,836
-29% -$281K 0.01% 609
2021
Q4 		$911K Buy
50,963
+867
+2% +$15.3K 0.02% 512
2021
Q3 		$799K Buy
50,096
+6,603
+15% +$107K 0.02% 504
2021
Q2 		$667K Buy
43,493
+3,623
+9% +$57.2K 0.01% 532
2021
Q1 		$619K Buy
39,870
+4,302
+12% +$66.1K 0.02% 516
2020
Q4 		$503K Buy
35,568
+11,363
+47% +$150K 0.01% 504
2020
Q3 		$270K Buy
24,205
+2,608
+12% +$31.3K 0.01% 614
2020
Q2 		$249K Buy
21,597
+3,041
+16% +$31.3K 0.01% 575
2020
Q1 		$172K Buy
18,556
+2,480
+15% +$28.6K 0.01% 291
2019
Q4 		$202K Buy
16,076
+4,127
+35% +$49.1K 0.01% 577
2019
Q3 		$135K Buy
+11,949
New +$135K 0.01% 514

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Park Avenue Securities's UBS Position: Q2 2026 in Review

Park Avenue Securities increased its UBS Group (UBS) stake by 16% in Q2 2026, buying an estimated $348K and bringing the position to 54,346 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #566.

Park Avenue Securities first reported a position in UBS in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.13M in Q4 2025. 249 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Park Avenue Securities held 54,346 shares of UBS Group worth $2.69M as of Q2 2026.
  • Park Avenue Securities bought 7,648 UBS Group shares in Q2 2026, an estimated $348K.
  • UBS Group made up 0.02% of Park Avenue Securities's portfolio in Q2 2026, its #566 holding.
  • Park Avenue Securities first reported a position in UBS Group in Q3 2019 and has held it in 28 quarters since.
  • Park Avenue Securities's UBS Group position peaked at $3.13M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.