Riversedge Advisors
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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
Q3 		$324K Buy
6,729
+198
+3% +$10.4K 0.04% 232
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Riversedge Advisors's UBS Position: Q3 2026 in Review

Riversedge Advisors increased its UBS Group (UBS) stake by 3% in Q3 2026, buying an estimated $10.4K and bringing the position to 6,729 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #232.

Riversedge Advisors first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Riversedge Advisors held 6,729 shares of UBS Group worth $324K as of Q3 2026.
  • Riversedge Advisors bought 198 UBS Group shares in Q3 2026, an estimated $10.4K.
  • UBS Group made up 0.04% of Riversedge Advisors's portfolio in Q3 2026, its #232 holding.
  • Riversedge Advisors first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.