Thrivent Financial for Lutherans
UBS icon

Thrivent Financial for Lutherans’s UBS Group UBS Stock Holding History

Thrivent Financial for Lutherans’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 		$42.4M Sell
853,597
-12,223
-1% -$557K 0.07% 311
2026
Q1 		$33.1M Sell
865,820
-196,495
-18% -$8.41M 0.06% 333
2025
Q4 		$49.6M Buy
1,062,315
+1,100
+0.1% +$44.4K 0.09% 276
2025
Q3 		$43.4M Sell
1,061,215
-627
-0.1% -$24.4K 0.09% 259
2025
Q2 		$35.8M Buy
1,061,842
+1,045,540
+6,414% +$32.4M 0.08% 283
2025
Q1 		$531K Hold
16,302
– – ﹤0.01% 2049
2024
Q4 		$531K Buy
16,302
+527
+3% +$16.7K ﹤0.01% 2233
2024
Q3 		$488K Buy
15,775
+4,889
+45% +$147K ﹤0.01% 2257
2024
Q2 		$322K Buy
10,886
+952
+10% +$28.3K ﹤0.01% 2372
2024
Q1 		$305K Buy
9,934
+850
+9% +$25.1K ﹤0.01% 2375
2023
Q4 		$281K Buy
+9,084
New +$239K ﹤0.01% 2375

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

Thrivent Financial for Lutherans's UBS Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its UBS Group (UBS) stake by 1.4% in Q2 2026, selling an estimated $557K and leaving 853,597 shares worth $42.4M. The position accounts for 0.07% of the portfolio, ranked #311.

Thrivent Financial for Lutherans first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.6M in Q4 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Thrivent Financial for Lutherans held 853,597 shares of UBS Group worth $42.4M as of Q2 2026.
  • Thrivent Financial for Lutherans sold 12,223 UBS Group shares in Q2 2026, an estimated $557K.
  • UBS Group made up 0.07% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #311 holding.
  • Thrivent Financial for Lutherans first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
  • Thrivent Financial for Lutherans's UBS Group position peaked at $49.6M in Q4 2025.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.