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Rossby Financial’s UBS Group UBS Stock Holding History

Rossby 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 		$6.79K Buy
137
+26
+23% +$1.18K ﹤0.01% 1315
2026
Q1 		$4.41K Buy
111
+94
+553% +$4.02K ﹤0.01% 1540
2025
Q4 		$787 Buy
+17
New +$687 ﹤0.01% 1565

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

Rossby Financial's UBS Position: Q2 2026 in Review

Rossby Financial increased its UBS Group (UBS) stake by 23% in Q2 2026, buying an estimated $1.18K and bringing the position to 137 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Rossby Financial first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Rossby Financial held 137 shares of UBS Group worth $6.79K as of Q2 2026.
  • Rossby Financial bought 26 UBS Group shares in Q2 2026, an estimated $1.18K.
  • UBS Group made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1315 holding.
  • Rossby Financial first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.