TIAA Wealth Investment Management’s UBS Group UBS Stock Holding History

TIAA Wealth 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	$130K	Buy	+2,616	New	+$119K	﹤0.01%	350

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

TIAA Wealth Investment Management's UBS Position: Q2 2026 in Review

TIAA Wealth Investment Management opened a new position in UBS Group (UBS) in Q2 2026: 2,616 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings.

719 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

TIAA Wealth Investment Management held 2,616 shares of UBS Group worth $130K as of Q2 2026.
UBS Group was a new TIAA Wealth Investment Management position in Q2 2026.
UBS Group made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #350 holding.
719 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.