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Pinnacle Bancorp’s UBS Group UBS Stock Holding History

Pinnacle Bancorp’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 		$11.1K Hold
224
– – ﹤0.01% 723
2026
Q1 		$8.58K Sell
224
-57
-20% -$2.44K ﹤0.01% 731
2025
Q4 		$13K Hold
281
– – ﹤0.01% 658
2025
Q3 		$11.5K Sell
281
-156
-36% -$6.06K ﹤0.01% 709
2025
Q2 		$14.8K Buy
437
+74
+20% +$2.29K ﹤0.01% 651
2025
Q1 		$11K Sell
363
-19
-5% -$634 ﹤0.01% 683
2024
Q4 		$11.6K Hold
382
– – ﹤0.01% 675
2024
Q3 		$11.8K Buy
+382
New +$11.5K ﹤0.01% 667

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

Pinnacle Bancorp's UBS Position: Q2 2026 in Review

Pinnacle Bancorp held its UBS Group (UBS) position steady in Q2 2026 at 224 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Pinnacle Bancorp first reported a position in UBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.8K in Q2 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Pinnacle Bancorp held 224 shares of UBS Group worth $11.1K as of Q2 2026.
  • Pinnacle Bancorp left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #723 holding.
  • Pinnacle Bancorp first reported a position in UBS Group in Q3 2024 and has held it in 8 quarters since.
  • Pinnacle Bancorp's UBS Group position peaked at $14.8K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.