SIC
UBS icon

Salem Investment Counselors’s UBS Group UBS Stock Holding History

Salem Investment Counselors’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 		$13.4K Sell
270
-7
-3% -$319 ﹤0.01% 850
2026
Q1 		$10.8K Buy
+277
New +$11.9K ﹤0.01% 868
2025
Q4 		– Sell
-270
Closed -$11.1K – 1087
2025
Q3 		$11.1K Hold
270
– – ﹤0.01% 867
2025
Q2 		$9.13K Hold
270
– – ﹤0.01% 871
2025
Q1 		$8.27K Hold
270
– – ﹤0.01% 863
2024
Q4 		$8.19K Hold
270
– – ﹤0.01% 860
2024
Q3 		$8.35K Sell
270
-44
-14% -$1.32K ﹤0.01% 857
2024
Q2 		$9.28K Hold
314
– – ﹤0.01% 847
2024
Q1 		$9.65K Buy
+314
New +$9.28K ﹤0.01% 840
2017
Q1 		– Sell
-303
Closed -$5K – 670
2016
Q4 		$5K Buy
+303
New +$4.56K ﹤0.01% 541

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 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

Salem Investment Counselors's UBS Position: Q2 2026 in Review

Salem Investment Counselors reduced its UBS Group (UBS) stake by 2.5% in Q2 2026, selling an estimated $319 and leaving 270 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Salem Investment Counselors first reported a position in UBS in Q4 2016 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Salem Investment Counselors held 270 shares of UBS Group worth $13.4K as of Q2 2026.
  • Salem Investment Counselors sold 7 UBS Group shares in Q2 2026, an estimated $319.
  • UBS Group made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #850 holding.
  • Salem Investment Counselors first reported a position in UBS Group in Q4 2016 and has held it in 10 quarters since.
  • 266 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.