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

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

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. 231 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.
  • 231 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.