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Roxbury Financial’s UBS Group UBS Stock Holding History

Roxbury 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 		$10.3K Buy
208
+3
+1% +$137 0.01% 317
2026
Q1 		$8.02K Hold
205
– – 0.01% 311
2025
Q4 		$9.51K Hold
205
– – 0.01% 297
2025
Q3 		$8.41K Hold
205
– – 0.01% 295
2025
Q2 		$6.94K Sell
205
-5
-2% -$155 0.01% 300
2025
Q1 		$7.19K Buy
210
+1
+0.5% +$33 0.01% 288
2024
Q4 		$6.78K Buy
+209
New +$6.63K 0.01% 321

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Roxbury Financial's UBS Position: Q2 2026 in Review

Roxbury Financial increased its UBS Group (UBS) stake by 1.5% in Q2 2026, buying an estimated $137 and bringing the position to 208 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #317.

Roxbury Financial first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Roxbury Financial held 208 shares of UBS Group worth $10.3K as of Q2 2026.
  • Roxbury Financial bought 3 UBS Group shares in Q2 2026, an estimated $137.
  • UBS Group made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #317 holding.
  • Roxbury Financial first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 195 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.