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Rakuten Securities’s UBS Group UBS Stock Holding History

Rakuten 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 		$51.2K Buy
+1,033
New +$47K 0.01% 264
2026
Q1 		– Sell
-100
Closed -$4.63K – 957
2025
Q4 		$4.63K Buy
+100
New +$4.04K ﹤0.01% 530
2025
Q2 		– Sell
-1,466
Closed -$44.9K – 888
2025
Q1 		$44.9K Buy
1,466
+461
+46% +$15.4K 0.02% 227
2024
Q4 		$30.5K Buy
+1,005
New +$31.9K 0.01% 255
2024
Q3 		– Sell
-1,060
Closed -$31.3K – 789
2024
Q2 		$31.3K Buy
1,060
+60
+6% +$1.78K 0.01% 215
2024
Q1 		$30.7K Buy
1,000
+900
+900% +$26.6K 0.01% 227
2023
Q4 		$3.09K Buy
+100
New +$2.63K ﹤0.01% 397

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

Rakuten Securities's UBS Position: Q2 2026 in Review

Rakuten Securities opened a new position in UBS Group (UBS) in Q2 2026: 1,033 shares worth $51.2K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Rakuten Securities previously reported a position in UBS as recently as Q4 2025.

Rakuten Securities first reported a position in UBS in Q4 2023 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Rakuten Securities held 1,033 shares of UBS Group worth $51.2K as of Q2 2026.
  • UBS Group was a new Rakuten Securities position in Q2 2026.
  • UBS Group made up 0.01% of Rakuten Securities's portfolio in Q2 2026, its #264 holding.
  • Rakuten Securities first reported a position in UBS Group in Q4 2023 and has held it in 7 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.