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Traveka Wealth’s UBS Group UBS Stock Holding History

Traveka 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 		$372K Hold
7,500
– – 0.12% 116
2026
Q1 		$293K Sell
7,500
-78
-1% -$3.34K 0.11% 129
2025
Q4 		$351K Buy
7,578
+777
+11% +$31.4K 0.14% 117
2025
Q3 		$279K Buy
6,801
+40
+0.6% +$1.55K 0.12% 125
2025
Q2 		$229K Sell
6,761
-1,829
-21% -$56.6K 0.12% 125
2025
Q1 		$263K Buy
8,590
+736
+9% +$24.5K 0.15% 111
2024
Q4 		$238K Buy
7,854
+72
+0.9% +$2.28K 0.13% 118
2024
Q3 		$241K Buy
7,782
+316
+4% +$9.5K 0.12% 113
2024
Q2 		$221K Buy
7,466
+435
+6% +$12.9K 0.11% 113
2024
Q1 		$216K Buy
7,031
+335
+5% +$9.9K 0.1% 117
2023
Q4 		$207K Buy
+6,696
New +$176K 0.1% 116

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Traveka Wealth's UBS Position: Q2 2026 in Review

Traveka Wealth held its UBS Group (UBS) position steady in Q2 2026 at 7,500 shares worth $372K. The position accounts for 0.12% of the portfolio, ranked #116.

Traveka Wealth first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 306 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Traveka Wealth held 7,500 shares of UBS Group worth $372K as of Q2 2026.
  • Traveka Wealth left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.12% of Traveka Wealth's portfolio in Q2 2026, its #116 holding.
  • Traveka Wealth first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
  • 306 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.