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Salomon & Ludwin’s UBS Group UBS Stock Holding History

Salomon & Ludwin’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 		$93K Buy
1,871
+574
+44% +$26.1K 0.01% 300
2026
Q1 		$51.1K Hold
1,297
– – ﹤0.01% 474
2025
Q4 		$62.4K Buy
1,297
+177
+16% +$7.15K 0.01% 346
2025
Q3 		$46K Buy
1,120
+1,078
+2,567% +$41.9K ﹤0.01% 403
2025
Q2 		$1.46K Buy
+42
New +$1.3K ﹤0.01% 697

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

Salomon & Ludwin's UBS Position: Q2 2026 in Review

Salomon & Ludwin increased its UBS Group (UBS) stake by 44% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,871 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #300.

Salomon & Ludwin first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Salomon & Ludwin held 1,871 shares of UBS Group worth $93K as of Q2 2026.
  • Salomon & Ludwin bought 574 UBS Group shares in Q2 2026, an estimated $26.1K.
  • UBS Group made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #300 holding.
  • Salomon & Ludwin first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.