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Riversedge Advisors’s UBS Group UBS Stock Holding History

Riversedge Advisors’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 		$324K Buy
+6,531
New +$297K 0.04% 191
2026
Q1 		– Sell
-4,955
Closed -$229K – 247
2025
Q4 		$229K Sell
4,955
-297
-6% -$12K 0.04% 180
2025
Q3 		$215K Buy
+5,252
New +$204K 0.04% 180

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Riversedge Advisors's UBS Position: Q2 2026 in Review

Riversedge Advisors opened a new position in UBS Group (UBS) in Q2 2026: 6,531 shares worth $324K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings. This is a return to the name: Riversedge Advisors previously reported a position in UBS as recently as Q4 2025.

Riversedge Advisors first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Riversedge Advisors held 6,531 shares of UBS Group worth $324K as of Q2 2026.
  • UBS Group was a new Riversedge Advisors position in Q2 2026.
  • UBS Group made up 0.04% of Riversedge Advisors's portfolio in Q2 2026, its #191 holding.
  • Riversedge Advisors first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.