TrueNorth Wealth & Impact, LLC’s UBS Group UBS Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$210K	Buy	+4,372	New	+$230K	0.08%	172

Other funds holding UBS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

TrueNorth Wealth & Impact, LLC's UBS Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in UBS Group (UBS) in Q3 2026: 4,372 shares worth $210K. The stake represents 0.08% of the portfolio and ranks #172 among its holdings.

641 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 4,372 shares of UBS Group worth $210K as of Q3 2026.
UBS Group was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
UBS Group made up 0.08% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #172 holding.
641 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.