Perigon Wealth Management
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Perigon Wealth Management’s UBS Group UBS Stock Holding History

Perigon Wealth Management’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
Q3 		$389K Buy
8,090
+22
+0.3% +$1.16K 0.01% 1027
2026
Q2 		$400K Sell
8,068
-182
-2% -$8.29K 0.01% 991
2026
Q1 		$322K Buy
8,250
+699
+9% +$29.9K 0.01% 992
2025
Q4 		$350K Buy
7,551
+284
+4% +$11.5K 0.01% 958
2025
Q3 		$298K Sell
7,267
-564
-7% -$21.9K 0.01% 966
2025
Q2 		$265K Sell
7,831
-4,678
-37% -$145K 0.01% 887
2025
Q1 		$383K Buy
12,509
+602
+5% +$20.1K 0.01% 719
2024
Q4 		$395K Buy
11,907
+754
+7% +$23.9K 0.01% 717
2024
Q3 		$345K Sell
11,153
-4,127
-27% -$124K 0.01% 734
2024
Q2 		$451K Sell
15,280
-44
-0.3% -$1.31K 0.01% 562
2024
Q1 		$471K Buy
15,324
+909
+6% +$26.9K 0.01% 551
2023
Q4 		$445K Sell
14,415
-17,846
-55% -$469K 0.01% 531
2023
Q3 		$795K Sell
32,261
-9,460
-23% -$221K 0.03% 350
2023
Q2 		$846K Buy
41,721
+3,007
+8% +$60.5K 0.03% 348
2023
Q1 		$826K Buy
+38,714
New +$808K 0.05% 308
2021
Q1 		– Sell
-1,520
Closed -$21K – 1002
2020
Q4 		$21K Buy
+1,520
New +$20.1K ﹤0.01% 1029

Other funds holding UBS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Perigon Wealth Management's UBS Position: Q3 2026 in Review

Perigon Wealth Management increased its UBS Group (UBS) stake by 0.27% in Q3 2026, buying an estimated $1.16K and bringing the position to 8,090 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #1027.

Perigon Wealth Management first reported a position in UBS in Q4 2020 and has held it in 16 quarters since. The position peaked at $846K in Q2 2023. 428 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Perigon Wealth Management held 8,090 shares of UBS Group worth $389K as of Q3 2026.
  • Perigon Wealth Management bought 22 UBS Group shares in Q3 2026, an estimated $1.16K.
  • UBS Group made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1027 holding.
  • Perigon Wealth Management first reported a position in UBS Group in Q4 2020 and has held it in 16 quarters since.
  • Perigon Wealth Management's UBS Group position peaked at $846K in Q2 2023.
  • 428 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.