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Smartleaf Asset Management’s UBS Group UBS Stock Holding History

Smartleaf Asset Management’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 		$658K Hold
13,286
– – 0.02% 499
2026
Q1 		$487K Buy
13,286
+1,632
+14% +$69.8K 0.02% 537
2025
Q4 		$542K Buy
11,654
+1,529
+15% +$61.8K 0.02% 515
2025
Q3 		$418K Buy
10,125
+2,446
+32% +$95K 0.03% 517
2025
Q2 		$257K Sell
7,679
-4,789
-38% -$148K 0.02% 520
2025
Q1 		$393K Buy
12,468
+2,796
+29% +$93.2K 0.04% 410
2024
Q4 		$296K Buy
9,672
+6,269
+184% +$199K 0.03% 441
2024
Q3 		$106K Buy
3,403
+2,119
+165% +$63.7K 0.01% 699
2024
Q2 		$37.8K Buy
1,284
+892
+228% +$26.5K 0.01% 824
2024
Q1 		$12.3K Buy
+392
New +$11.6K ﹤0.01% 969

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

Smartleaf Asset Management's UBS Position: Q2 2026 in Review

Smartleaf Asset Management held its UBS Group (UBS) position steady in Q2 2026 at 13,286 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #499.

Smartleaf Asset Management first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Smartleaf Asset Management held 13,286 shares of UBS Group worth $658K as of Q2 2026.
  • Smartleaf Asset Management left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #499 holding.
  • Smartleaf Asset Management first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.