Root Financial Partners
UBS icon

Root Financial Partners’s UBS Group UBS Stock Holding History

Root Financial Partners’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 		$161K Buy
+3,344
New +$176K 0.01% 528
2026
Q2 		– Sell
-11,583
Closed -$453K – 3002
2026
Q1 		$453K Sell
11,583
-4,604
-28% -$197K 0.02% 180
2025
Q4 		$750K Buy
16,187
+803
+5% +$32.4K 0.04% 120
2025
Q3 		$631K Buy
+15,384
New +$597K 0.04% 121

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

Root Financial Partners's UBS Position: Q3 2026 in Review

Root Financial Partners opened a new position in UBS Group (UBS) in Q3 2026: 3,344 shares worth $161K. The stake represents 0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UBS as recently as Q1 2026.

Root Financial Partners first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $750K in Q4 2025. 258 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Root Financial Partners held 3,344 shares of UBS Group worth $161K as of Q3 2026.
  • UBS Group was a new Root Financial Partners position in Q3 2026.
  • UBS Group made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #528 holding.
  • Root Financial Partners first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's UBS Group position peaked at $750K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.