PS
UBS icon

Principal Securities’s UBS Group UBS Stock Holding History

Principal Securities’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 		$454K Buy
9,159
+1,886
+26% +$85.9K 0.01% 1123
2026
Q1 		$284K Sell
7,273
-104
-1% -$4.45K ﹤0.01% 1230
2025
Q4 		$342K Buy
7,377
+915
+14% +$37K 0.01% 1081
2025
Q3 		$265K Sell
6,462
-522
-7% -$20.3K ﹤0.01% 1163
2025
Q2 		$236K Buy
6,984
+2,688
+63% +$83.2K ﹤0.01% 1165
2025
Q1 		$130K Buy
4,296
+87
+2% +$2.9K ﹤0.01% 1319
2024
Q4 		$128K Sell
4,209
-867
-17% -$27.5K ﹤0.01% 1328
2024
Q3 		$157K Sell
5,076
-247
-5% -$7.42K ﹤0.01% 1203
2024
Q2 		$157K Sell
5,323
-1,444
-21% -$42.9K ﹤0.01% 1139
2024
Q1 		$208K Sell
6,767
-3,034
-31% -$89.6K 0.01% 1005
2023
Q4 		$303K Buy
+9,801
New +$258K 0.01% 784

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

Principal Securities's UBS Position: Q2 2026 in Review

Principal Securities increased its UBS Group (UBS) stake by 26% in Q2 2026, buying an estimated $85.9K and bringing the position to 9,159 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #1123.

Principal Securities first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Principal Securities held 9,159 shares of UBS Group worth $454K as of Q2 2026.
  • Principal Securities bought 1,886 UBS Group shares in Q2 2026, an estimated $85.9K.
  • UBS Group made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1123 holding.
  • Principal Securities first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.