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&Partners’s UBS Group UBS Stock Holding History

&Partners’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 		$1.53M Buy
30,898
+5,306
+21% +$242K 0.01% 1170
2026
Q1 		$1,000K Buy
25,592
+873
+4% +$37.4K ﹤0.01% 1301
2025
Q4 		$1.14M Sell
24,719
-2,914
-11% -$118K 0.01% 1141
2025
Q3 		$1.13M Sell
27,633
-6,708
-20% -$261K 0.01% 1026
2025
Q2 		$1.14M Buy
34,341
+7,196
+27% +$223K 0.01% 921
2025
Q1 		$857K Buy
27,145
+517
+2% +$17.2K 0.01% 889
2024
Q4 		$833K Buy
26,628
+5,680
+27% +$180K 0.01% 852
2024
Q3 		$644K Buy
20,948
+7,557
+56% +$227K 0.01% 751
2024
Q2 		$396K Buy
13,391
+2,906
+28% +$86.4K 0.02% 621
2024
Q1 		$322K Buy
10,485
+1,032
+11% +$30.5K 0.04% 348
2023
Q4 		$288K Buy
+9,453
New +$249K 0.07% 216

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

&Partners's UBS Position: Q2 2026 in Review

&Partners increased its UBS Group (UBS) stake by 21% in Q2 2026, buying an estimated $242K and bringing the position to 30,898 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #1170.

&Partners first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • &Partners held 30,898 shares of UBS Group worth $1.53M as of Q2 2026.
  • &Partners bought 5,306 UBS Group shares in Q2 2026, an estimated $242K.
  • UBS Group made up 0.01% of &Partners's portfolio in Q2 2026, its #1170 holding.
  • &Partners first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.