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TD Private Client Wealth’s UBS Group UBS Stock Holding History

TD Private Client 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
Q2 		$60.8K Buy
1,227
+668
+119% +$30.4K ﹤0.01% 851
2026
Q1 		$21.8K Sell
559
-685
-55% -$29.3K ﹤0.01% 996
2025
Q4 		$57.6K Buy
1,244
+295
+31% +$11.9K ﹤0.01% 857
2025
Q3 		$38.9K Sell
949
-29
-3% -$1.13K ﹤0.01% 895
2025
Q2 		$33.1K Sell
978
-923
-49% -$28.6K ﹤0.01% 908
2025
Q1 		$58.2K Sell
1,901
-10,867
-85% -$362K ﹤0.01% 786
2024
Q4 		$387K Sell
12,768
-45
-0.4% -$1.43K 0.01% 486
2024
Q3 		$396K Buy
12,813
+394
+3% +$11.8K 0.01% 480
2024
Q2 		$367K Buy
12,419
+10,709
+626% +$318K 0.01% 481
2024
Q1 		$52.5K Sell
1,710
-360
-17% -$10.6K ﹤0.01% 805
2023
Q4 		$64K Sell
2,070
-50
-2% -$1.31K ﹤0.01% 779
2023
Q3 		$52.3K Buy
2,120
+138
+7% +$3.22K ﹤0.01% 766
2023
Q2 		$40.2K Sell
1,982
-77
-4% -$1.55K ﹤0.01% 819
2023
Q1 		$43.9K Sell
2,059
-4,294
-68% -$89.6K ﹤0.01% 793
2022
Q4 		$119K Buy
6,353
+339
+6% +$5.76K 0.01% 606
2022
Q3 		$87.3K Sell
6,014
-508
-8% -$8.13K ﹤0.01% 639
2022
Q2 		$106K Buy
6,522
+72
+1% +$1.26K 0.01% 605
2022
Q1 		$126K Buy
6,450
+146
+2% +$2.76K 0.01% 609
2021
Q4 		$113K Buy
6,304
+86
+1% +$1.51K ﹤0.01% 624
2021
Q3 		$99.1K Sell
6,218
-14
-0.2% -$227 ﹤0.01% 631
2021
Q2 		$95.6K Buy
6,232
+188
+3% +$2.97K ﹤0.01% 624
2021
Q1 		$93.9K Sell
6,044
-208
-3% -$3.2K ﹤0.01% 606
2020
Q4 		$88.3K Sell
6,252
-157
-2% -$2.08K ﹤0.01% 574
2020
Q3 		$71.5K Hold
6,409
– – ﹤0.01% 566
2020
Q2 		$74K Sell
6,409
-100
-2% -$1.03K ﹤0.01% 552
2020
Q1 		$60.3K Buy
6,509
+611
+10% +$7.04K ﹤0.01% 557
2019
Q4 		$74.2K Buy
+5,898
New +$70.1K ﹤0.01% 556

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

TD Private Client Wealth's UBS Position: Q2 2026 in Review

TD Private Client Wealth increased its UBS Group (UBS) stake by 119% in Q2 2026, buying an estimated $30.4K and bringing the position to 1,227 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

TD Private Client Wealth first reported a position in UBS in Q4 2019 and has held it in 27 quarters since. The position peaked at $396K in Q3 2024. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • TD Private Client Wealth held 1,227 shares of UBS Group worth $60.8K as of Q2 2026.
  • TD Private Client Wealth bought 668 UBS Group shares in Q2 2026, an estimated $30.4K.
  • UBS Group made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #851 holding.
  • TD Private Client Wealth first reported a position in UBS Group in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's UBS Group position peaked at $396K in Q3 2024.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.