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Titleist Asset Management’s UBS Group UBS Stock Holding History

Titleist Asset 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
Q3 		$305K Sell
6,346
-155
-2% -$8.15K 0.02% 371
2026
Q2 		$322K Buy
+6,501
New +$296K 0.02% 340
2026
Q1 		– Sell
-4,541
Closed -$210K – 419
2025
Q4 		$210K Buy
+4,541
New +$183K 0.02% 367

Other funds holding UBS

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Titleist Asset Management's UBS Position: Q3 2026 in Review

Titleist Asset Management reduced its UBS Group (UBS) stake by 2.4% in Q3 2026, selling an estimated $8.15K and leaving 6,346 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #371.

Titleist Asset Management first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q2 2026. 33 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Titleist Asset Management held 6,346 shares of UBS Group worth $305K as of Q3 2026.
  • Titleist Asset Management sold 155 UBS Group shares in Q3 2026, an estimated $8.15K.
  • UBS Group made up 0.02% of Titleist Asset Management's portfolio in Q3 2026, its #371 holding.
  • Titleist Asset Management first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Titleist Asset Management's UBS Group position peaked at $322K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.