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Portside Wealth Group’s UBS Group UBS Stock Holding History

Portside Wealth Group’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 		$300K Buy
+6,054
New +$276K 0.04% 399

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Portside Wealth Group's UBS Position: Q2 2026 in Review

Portside Wealth Group opened a new position in UBS Group (UBS) in Q2 2026: 6,054 shares worth $300K. The stake represents 0.04% of the portfolio and ranks #399 among its holdings.

103 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Portside Wealth Group held 6,054 shares of UBS Group worth $300K as of Q2 2026.
  • UBS Group was a new Portside Wealth Group position in Q2 2026.
  • UBS Group made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #399 holding.
  • 103 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.