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Private Trust Company’s UBS Group UBS Stock Holding History

Private Trust Company’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 		$356K Buy
7,185
+6,550
+1,031% +$298K 0.03% 608
2026
Q1 		$24.4K Hold
635
– – ﹤0.01% 1609
2025
Q4 		$29.6K Sell
635
-218
-26% -$8.81K ﹤0.01% 1487
2025
Q3 		$34.8K Buy
853
+366
+75% +$14.2K ﹤0.01% 1412
2025
Q2 		$16.5K Sell
487
-190
-28% -$5.88K ﹤0.01% 1647
2025
Q1 		$20.6K Buy
677
+190
+39% +$6.34K ﹤0.01% 1539
2024
Q4 		$14.9K Buy
+487
New +$15.4K ﹤0.01% 1595

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

Private Trust Company's UBS Position: Q2 2026 in Review

Private Trust Company increased its UBS Group (UBS) stake by 1,031% in Q2 2026, buying an estimated $298K and bringing the position to 7,185 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #608.

Private Trust Company first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Private Trust Company held 7,185 shares of UBS Group worth $356K as of Q2 2026.
  • Private Trust Company bought 6,550 UBS Group shares in Q2 2026, an estimated $298K.
  • UBS Group made up 0.03% of Private Trust Company's portfolio in Q2 2026, its #608 holding.
  • Private Trust Company first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.