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Stone House Investment Management’s UBS Group UBS Stock Holding History

Stone House Investment 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 		$3.52K Buy
71
+39
+122% +$1.78K ﹤0.01% 626
2026
Q1 		$1.25K Sell
32
-79
-71% -$3.38K ﹤0.01% 671
2025
Q4 		$5.14K Buy
111
+89
+405% +$3.6K ﹤0.01% 421
2025
Q3 		$902 Buy
+22
New +$854 ﹤0.01% 572

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

Stone House Investment Management's UBS Position: Q2 2026 in Review

Stone House Investment Management increased its UBS Group (UBS) stake by 122% in Q2 2026, buying an estimated $1.78K and bringing the position to 71 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Stone House Investment Management first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.14K in Q4 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Stone House Investment Management held 71 shares of UBS Group worth $3.52K as of Q2 2026.
  • Stone House Investment Management bought 39 UBS Group shares in Q2 2026, an estimated $1.78K.
  • UBS Group made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #626 holding.
  • Stone House Investment Management first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • Stone House Investment Management's UBS Group position peaked at $5.14K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.