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Robinswood Financial’s UBS Group UBS Stock Holding History

Robinswood Financial’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 		$39.5K Hold
798
– – 0.01% 170
2026
Q1 		$31.2K Hold
798
– – 0.01% 184
2025
Q4 		$37K Hold
798
– – 0.01% 165
2025
Q3 		$32.7K Hold
798
– – 0.01% 168
2025
Q2 		$27K Hold
798
– – 0.01% 185
2025
Q1 		$24.4K Buy
+798
New +$26.6K 0.01% 181

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

Robinswood Financial's UBS Position: Q2 2026 in Review

Robinswood Financial held its UBS Group (UBS) position steady in Q2 2026 at 798 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #170.

Robinswood Financial first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Robinswood Financial held 798 shares of UBS Group worth $39.5K as of Q2 2026.
  • Robinswood Financial left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #170 holding.
  • Robinswood Financial first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.