StrongBox Wealth
UBS icon

StrongBox Wealth’s UBS Group UBS Stock Holding History

StrongBox Wealth’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
Q3 		$241 Buy
+5
New +$263 ﹤0.01% 310

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return

StrongBox Wealth's UBS Position: Q3 2026 in Review

StrongBox Wealth opened a new position in UBS Group (UBS) in Q3 2026: 5 shares worth $241. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings.

355 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • StrongBox Wealth held 5 shares of UBS Group worth $241 as of Q3 2026.
  • UBS Group was a new StrongBox Wealth position in Q3 2026.
  • UBS Group made up ﹤0.01% of StrongBox Wealth's portfolio in Q3 2026, its #310 holding.
  • 355 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on StrongBox Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.