Pathstone Holdings
UBS icon

Pathstone Holdings’s UBS Group UBS Stock Holding History

Pathstone 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 		$12.3M Buy
249,033
+29,809
+14% +$1.36M 0.04% 338
2026
Q1 		$8.51M Sell
219,224
-4,625
-2% -$198K 0.03% 389
2025
Q4 		$10.4M Buy
223,849
+18,509
+9% +$748K 0.04% 328
2025
Q3 		$8.41M Buy
205,340
+14,470
+8% +$562K 0.03% 398
2025
Q2 		$6.45M Sell
190,870
-35,644
-16% -$1.1M 0.03% 461
2025
Q1 		$6.92M Buy
226,514
+288
+0.1% +$9.61K 0.03% 449
2024
Q4 		$6.88M Buy
226,226
+5,681
+3% +$180K 0.03% 439
2024
Q3 		$6.82M Sell
220,545
-34,081
-13% -$1.02M 0.03% 454
2024
Q2 		$7.51M Buy
254,626
+49,988
+24% +$1.49M 0.03% 397
2024
Q1 		$6.29M Buy
204,638
+14,339
+8% +$424K 0.03% 441
2023
Q4 		$5.89M Buy
+190,299
New +$5M 0.03% 393

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

Pathstone Holdings's UBS Position: Q2 2026 in Review

Pathstone Holdings increased its UBS Group (UBS) stake by 14% in Q2 2026, buying an estimated $1.36M and bringing the position to 249,033 shares worth $12.3M. The position accounts for 0.04% of the portfolio, ranked #338.

Pathstone Holdings 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.

  • Pathstone Holdings held 249,033 shares of UBS Group worth $12.3M as of Q2 2026.
  • Pathstone Holdings bought 29,809 UBS Group shares in Q2 2026, an estimated $1.36M.
  • UBS Group made up 0.04% of Pathstone Holdings's portfolio in Q2 2026, its #338 holding.
  • Pathstone Holdings 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 Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.