Rothschild Investment LLC’s UBS Group UBS Stock Holding History

Rothschild Investment LLC’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	$189K	Buy	3,814 +64	+2%	+$2.92K	0.01%	876
2026 Q1	$147K	Sell	3,750 -1,196	-24%	-$51.2K	0.01%	769
2025 Q4	$229K	Sell	4,946 -6	-0.1%	-$242	0.01%	576
2025 Q3	$203K	Buy	4,952 +1,548	+45%	+$60.1K	0.01%	600
2025 Q2	$115K	Sell	3,404 -398	-10%	-$12.3K	0.01%	613
2025 Q1	$116K	Sell	3,802 -11	-0.3%	-$367	0.01%	600
2024 Q4	$116K	Buy	3,813 +56	+1%	+$1.77K	0.01%	606
2024 Q3	$116K	Buy	3,757 +234	+7%	+$7.03K	0.01%	620
2024 Q2	$104K	Buy	3,523 +953	+37%	+$28.3K	0.01%	614
2024 Q1	$79K	Buy	2,570 +211	+9%	+$6.23K	0.01%	642
2023 Q4	$72.9K	Buy	+2,359	New	+$62K	0.01%	599

Other funds holding UBS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Rothschild Investment LLC's UBS Position: Q2 2026 in Review

Rothschild Investment LLC increased its UBS Group (UBS) stake by 1.7% in Q2 2026, buying an estimated $2.92K and bringing the position to 3,814 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #876.

Rothschild Investment LLC first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $229K in Q4 2025. 412 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Rothschild Investment LLC held 3,814 shares of UBS Group worth $189K as of Q2 2026.
Rothschild Investment LLC bought 64 UBS Group shares in Q2 2026, an estimated $2.92K.
UBS Group made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #876 holding.
Rothschild Investment LLC first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's UBS Group position peaked at $229K in Q4 2025.
412 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.