Southern Michigan Bank & Trust’s UBS Group UBS Stock Holding History

Southern Michigan Bank & Trust’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	$1.71K	Hold	39	–	–	﹤0.01%	388
2026 Q1	$1.44K	Buy	+39	New	+$1.67K	﹤0.01%	391

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Southern Michigan Bank & Trust's UBS Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its UBS Group (UBS) position steady in Q2 2026 at 39 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Southern Michigan Bank & Trust first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Southern Michigan Bank & Trust held 39 shares of UBS Group worth $1.71K as of Q2 2026.
Southern Michigan Bank & Trust left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #388 holding.
Southern Michigan Bank & Trust first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
719 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.