PWM
UBS icon

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
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

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

Perigon Wealth Management's UBS Position: Q2 2026 in Review

Perigon Wealth Management reduced its UBS Group (UBS) stake by 2.2% in Q2 2026, selling an estimated $8.29K and leaving 8,068 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #991.

Perigon Wealth Management first reported a position in UBS in Q4 2020 and has held it in 15 quarters since. The position peaked at $846K in Q2 2023. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Perigon Wealth Management held 8,068 shares of UBS Group worth $400K as of Q2 2026.
  • Perigon Wealth Management sold 182 UBS Group shares in Q2 2026, an estimated $8.29K.
  • UBS Group made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #991 holding.
  • Perigon Wealth Management first reported a position in UBS Group in Q4 2020 and has held it in 15 quarters since.
  • Perigon Wealth Management's UBS Group position peaked at $846K in Q2 2023.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.