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Ritholtz Wealth Management’s UBS Group UBS Stock Holding History

Ritholtz Wealth Management’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 		$7.84M Buy
158,219
+2,981
+2% +$136K 0.12% 108
2026
Q1 		$6.07M Sell
155,238
-73
-0% -$3.12K 0.11% 125
2025
Q4 		$7.19M Buy
155,311
+10,194
+7% +$412K 0.13% 87
2025
Q3 		$5.95M Buy
145,117
+886
+0.6% +$34.4K 0.12% 107
2025
Q2 		$4.88M Sell
144,231
-37,059
-20% -$1.15M 0.11% 115
2025
Q1 		$5.55M Sell
181,290
-25,513
-12% -$851K 0.17% 82
2024
Q4 		$6.27M Buy
206,803
+29,367
+17% +$931K 0.18% 70
2024
Q3 		$5.48M Buy
177,436
+22,363
+14% +$672K 0.17% 76
2024
Q2 		$4.58M Sell
155,073
-7,348
-5% -$218K 0.15% 80
2024
Q1 		$4.99M Buy
162,421
+9,782
+6% +$289K 0.17% 72
2023
Q4 		$4.72M Buy
152,639
+11,298
+8% +$297K 0.18% 66
2023
Q3 		$3.48M Buy
141,341
+38,439
+37% +$898K 0.16% 84
2023
Q2 		$2.09M Buy
102,902
+8,193
+9% +$165K 0.09% 130
2023
Q1 		$2.02M Buy
94,709
+3,711
+4% +$77.4K 0.1% 127
2022
Q4 		$1.7M Buy
90,998
+24,072
+36% +$409K 0.09% 151
2022
Q3 		$971K Buy
66,926
+21,945
+49% +$351K 0.05% 245
2022
Q2 		$730K Buy
44,981
+27,542
+158% +$483K 0.05% 240
2022
Q1 		$341K Buy
17,439
+3,303
+23% +$62.5K 0.02% 391
2021
Q4 		$253K Buy
14,136
+3,161
+29% +$55.6K 0.02% 449
2021
Q3 		$175K Buy
10,975
+344
+3% +$5.57K 0.01% 477
2021
Q2 		$163K Sell
10,631
-1,265
-11% -$20K 0.01% 473
2021
Q1 		$185K Buy
+11,896
New +$183K 0.02% 411

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

Ritholtz Wealth Management's UBS Position: Q2 2026 in Review

Ritholtz Wealth Management increased its UBS Group (UBS) stake by 1.9% in Q2 2026, buying an estimated $136K and bringing the position to 158,219 shares worth $7.84M. The position accounts for 0.12% of the portfolio, ranked #108.

Ritholtz Wealth Management first reported a position in UBS in Q1 2021 and has held it in 22 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Ritholtz Wealth Management held 158,219 shares of UBS Group worth $7.84M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,981 UBS Group shares in Q2 2026, an estimated $136K.
  • UBS Group made up 0.12% of Ritholtz Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Ritholtz Wealth Management first reported a position in UBS Group in Q1 2021 and has held it in 22 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.