PNAA
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Pictet North America Advisors’s UBS Group UBS Stock Holding History

Pictet North America Advisors’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 		$18.3M Sell
369,357
-498
-0.1% -$22.7K 1.62% 23
2026
Q1 		$14.1M Hold
369,855
– – 1.4% 23
2025
Q4 		$17.3M Sell
369,855
-12,500
-3% -$505K 1.64% 20
2025
Q3 		$15.6M Hold
382,355
– – 1.46% 22
2025
Q2 		$12.9M Hold
382,355
– – 1.29% 24
2025
Q1 		$11.6M Hold
382,355
– – 1.16% 27
2024
Q4 		$11.7M Sell
382,355
-190,000
-33% -$6.02M 1.11% 26
2024
Q3 		$17.7M Sell
572,355
-90,000
-14% -$2.7M 1.75% 15
2024
Q2 		$19.5M Hold
662,355
– – 2.12% 10
2024
Q1 		$20.4M Sell
662,355
-7,217
-1% -$213K 2.28% 11
2023
Q4 		$20.8M Sell
669,572
-42,373
-6% -$1.11M 2.68% 8
2023
Q3 		$17.7M Sell
711,945
-21,036
-3% -$491K 2.51% 9
2023
Q2 		$14.8M Buy
732,981
+686
+0.1% +$13.8K 2.05% 13
2023
Q1 		$15.5M Hold
732,295
– – 2.5% 13
2022
Q4 		$13.6M Buy
732,295
+2,340
+0.3% +$39.8K 2.34% 14
2022
Q3 		$10.7M Hold
729,955
– – 1.71% 19
2022
Q2 		$11.7M Buy
729,955
+84,419
+13% +$1.48M 1.55% 23
2022
Q1 		$12.7M Sell
645,536
-220,862
-25% -$4.18M 1.48% 22
2021
Q4 		$15.6M Hold
866,398
– – 1.54% 22
2021
Q3 		$13.9M Sell
866,398
-548,800
-39% -$8.89M 1.38% 24
2021
Q2 		$21.7M Buy
1,415,198
+488,800
+53% +$7.72M 2.24% 16
2021
Q1 		$14.4M Hold
926,398
– – 1.69% 18
2020
Q4 		$13.1M Hold
926,398
– – 1.66% 21
2020
Q3 		$10.4M Sell
926,398
-21,170
-2% -$254K 1.46% 19
2020
Q2 		$10.9M Buy
947,568
+270,000
+40% +$2.78M 1.56% 18
2020
Q1 		$6.33M Buy
677,568
+229,204
+51% +$2.64M 1.08% 26
2019
Q4 		$5.66M Buy
+448,364
New +$5.33M 0.7% 29

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
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
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Pictet North America Advisors's UBS Position: Q2 2026 in Review

Pictet North America Advisors reduced its UBS Group (UBS) stake by 0.13% in Q2 2026, selling an estimated $22.7K and leaving 369,357 shares worth $18.3M. The position accounts for 1.62% of the portfolio, ranked #23.

Pictet North America Advisors first reported a position in UBS in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.7M in Q2 2021. 219 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Pictet North America Advisors held 369,357 shares of UBS Group worth $18.3M as of Q2 2026.
  • Pictet North America Advisors sold 498 UBS Group shares in Q2 2026, an estimated $22.7K.
  • UBS Group made up 1.62% of Pictet North America Advisors's portfolio in Q2 2026, its #23 holding.
  • Pictet North America Advisors first reported a position in UBS Group in Q4 2019 and has held it in 27 quarters since.
  • Pictet North America Advisors's UBS Group position peaked at $21.7M in Q2 2021.
  • 219 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.