PUREfi Wealth
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PUREfi Wealth’s UBS Group UBS Stock Holding History

PUREfi Wealth’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 		$443K Buy
9,194
+16
+0.2% +$841 0.21% 116
2026
Q2 		$455K Buy
9,178
+814
+10% +$37.1K 0.25% 104
2026
Q1 		$327K Buy
8,364
+1,424
+21% +$60.9K 0.21% 126
2025
Q4 		$321K Buy
+6,940
New +$280K 0.25% 110

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

PUREfi Wealth's UBS Position: Q3 2026 in Review

PUREfi Wealth increased its UBS Group (UBS) stake by 0.17% in Q3 2026, buying an estimated $841 and bringing the position to 9,194 shares worth $443K. The position accounts for 0.21% of the portfolio, ranked #116.

PUREfi Wealth first reported a position in UBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $455K in Q2 2026. 286 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • PUREfi Wealth held 9,194 shares of UBS Group worth $443K as of Q3 2026.
  • PUREfi Wealth bought 16 UBS Group shares in Q3 2026, an estimated $841.
  • UBS Group made up 0.21% of PUREfi Wealth's portfolio in Q3 2026, its #116 holding.
  • PUREfi Wealth first reported a position in UBS Group in Q4 2025 and has held it in 4 quarters since.
  • PUREfi Wealth's UBS Group position peaked at $455K in Q2 2026.
  • 286 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.