RhumbLine Advisers’s UBS Group UBS Stock Holding History

RhumbLine Advisers’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	$1.97M	Buy	39,664 +67	+0.2%	+$3.05K	﹤0.01%	1944
2026 Q1	$1.55M	Sell	39,597 -623	-2%	-$26.7K	﹤0.01%	1992
2025 Q4	$1.86M	Sell	40,220 -1,651	-4%	-$66.7K	﹤0.01%	1904
2025 Q3	$1.72M	Sell	41,871 -2,580	-6%	-$100K	﹤0.01%	1997
2025 Q2	$1.5M	Buy	44,451 +1,897	+4%	+$58.7K	﹤0.01%	2037
2025 Q1	$1.3M	Buy	42,554 +3,971	+10%	+$132K	﹤0.01%	2048
2024 Q4	$1.17M	Sell	38,583 -10,820	-22%	-$343K	﹤0.01%	2167
2024 Q3	$1.53M	Hold	49,403	–	–	﹤0.01%	2044
2024 Q2	$1.46M	Buy	49,403 +1,760	+4%	+$52.3K	﹤0.01%	2047
2024 Q1	$1.46M	Hold	47,643	–	–	﹤0.01%	2064
2023 Q4	$1.47M	Hold	47,643	–	–	﹤0.01%	2068
2023 Q3	$1.17M	Sell	47,643 -590	-1%	-$13.8K	﹤0.01%	2116
2023 Q2	$978K	Buy	+48,233	New	+$970K	﹤0.01%	2300
2019 Q1	–	Sell	-12,450	Closed	-$154K	–	2955
2018 Q4	$154K	Hold	12,450	–	–	﹤0.01%	2805
2018 Q3	$196K	Buy	+12,450	New	+$196K	﹤0.01%	2734
2016 Q3	–	Sell	-41,190	Closed	-$534K	–	2939
2016 Q2	$534K	Hold	41,190	–	–	﹤0.01%	2155
2016 Q1	$660K	Hold	41,190	–	–	﹤0.01%	2038
2015 Q4	$798K	Buy	41,190 +1,000	+2%	+$19.5K	﹤0.01%	1950
2015 Q3	$744K	Buy	40,190 +1,100	+3%	+$23.3K	﹤0.01%	1967
2015 Q2	$829K	Sell	39,090 -9,162	-19%	-$191K	﹤0.01%	1992
2015 Q1	$906K	Buy	+48,252	New	+$840K	﹤0.01%	1922

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

RhumbLine Advisers's UBS Position: Q2 2026 in Review

RhumbLine Advisers increased its UBS Group (UBS) stake by 0.17% in Q2 2026, buying an estimated $3.05K and bringing the position to 39,664 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

RhumbLine Advisers first reported a position in UBS in Q1 2015 and has held it in 21 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

RhumbLine Advisers held 39,664 shares of UBS Group worth $1.97M as of Q2 2026.
RhumbLine Advisers bought 67 UBS Group shares in Q2 2026, an estimated $3.05K.
UBS Group made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #1944 holding.
RhumbLine Advisers first reported a position in UBS Group in Q1 2015 and has held it in 21 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.