Sunpointe’s UBS Group UBS Stock Holding History

Sunpointe’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	$304K	Hold	6,144	–	–	0.09%	200
2026 Q1	$240K	Sell	6,144 -20	-0.3%	-$856	0.08%	225
2025 Q4	$285K	Hold	6,164	–	–	0.09%	192
2025 Q3	$253K	Hold	6,164	–	–	0.09%	208
2025 Q2	$208K	Buy	+6,164	New	+$191K	0.08%	215

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sunpointe's UBS Position: Q2 2026 in Review

Sunpointe held its UBS Group (UBS) position steady in Q2 2026 at 6,144 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #200.

Sunpointe first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Sunpointe held 6,144 shares of UBS Group worth $304K as of Q2 2026.
Sunpointe left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.09% of Sunpointe's portfolio in Q2 2026, its #200 holding.
Sunpointe first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.