Transatlantique Private Wealth’s UBS Group UBS Stock Holding History

Transatlantique Private 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
2025 Q4	$2.82M	Buy	60,399 +4,391	+8%	+$177K	0.88%	28
2025 Q3	$2.29M	Buy	56,008 +2,130	+4%	+$82.7K	0.75%	35
2025 Q2	$1.82M	Buy	53,878 +11,309	+27%	+$350K	0.67%	41
2025 Q1	$1.29M	Buy	42,569 +6,133	+17%	+$205K	0.52%	54
2024 Q4	$1.11M	Buy	36,436 +1,241	+4%	+$39.3K	0.42%	71
2024 Q3	$1.08M	Buy	35,195 +5,688	+19%	+$171K	0.41%	72
2024 Q2	$868K	Buy	29,507 +285	+1%	+$8.47K	0.35%	79
2024 Q1	$899K	Sell	29,222 -60,566	-67%	-$1.79M	0.39%	84
2023 Q4	$2.8M	Buy	89,788 +2,437	+3%	+$64.1K	1.3%	10
2023 Q3	$2.17M	Buy	+87,351	New	+$2.04M	1.16%	15

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Transatlantique Private Wealth's UBS Position: Q4 2025 in Review

Transatlantique Private Wealth increased its UBS Group (UBS) stake by 7.8% in Q4 2025, buying an estimated $177K and bringing the position to 60,399 shares worth $2.82M. The position accounts for 0.88% of the portfolio, ranked #28.

Transatlantique Private Wealth first reported a position in UBS in Q3 2023 and has held it in 10 quarters since. 691 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Transatlantique Private Wealth held 60,399 shares of UBS Group worth $2.82M as of Q4 2025.
Transatlantique Private Wealth bought 4,391 UBS Group shares in Q4 2025, an estimated $177K.
UBS Group made up 0.88% of Transatlantique Private Wealth's portfolio in Q4 2025, its #28 holding.
Transatlantique Private Wealth first reported a position in UBS Group in Q3 2023 and has held it in 10 quarters since.
691 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.