Portside Wealth Group
UBS icon

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
Q3 		$416K Buy
8,648
+2,594
+43% +$136K 0.05% 339
2026
Q2 		$300K Buy
+6,054
New +$276K 0.04% 399

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Portside Wealth Group's UBS Position: Q3 2026 in Review

Portside Wealth Group increased its UBS Group (UBS) stake by 43% in Q3 2026, buying an estimated $136K and bringing the position to 8,648 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #339.

Portside Wealth Group first reported a position in UBS in Q2 2026 and has held it in 2 quarters since. 472 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Portside Wealth Group held 8,648 shares of UBS Group worth $416K as of Q3 2026.
  • Portside Wealth Group bought 2,594 UBS Group shares in Q3 2026, an estimated $136K.
  • UBS Group made up 0.05% of Portside Wealth Group's portfolio in Q3 2026, its #339 holding.
  • Portside Wealth Group first reported a position in UBS Group in Q2 2026 and has held it in 2 quarters since.
  • 472 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.