Triumph Capital Management’s UBS Group UBS Stock Holding History

Triumph Capital 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	$26K	Buy	524 +151	+40%	+$6.88K	﹤0.01%	857
2026 Q1	$14.6K	Sell	373 -66	-15%	-$2.83K	﹤0.01%	991
2025 Q4	$20.3K	Buy	+439	New	+$17.7K	﹤0.01%	864

Other funds holding UBS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Triumph Capital Management's UBS Position: Q2 2026 in Review

Triumph Capital Management increased its UBS Group (UBS) stake by 40% in Q2 2026, buying an estimated $6.88K and bringing the position to 524 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Triumph Capital Management first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Triumph Capital Management held 524 shares of UBS Group worth $26K as of Q2 2026.
Triumph Capital Management bought 151 UBS Group shares in Q2 2026, an estimated $6.88K.
UBS Group made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #857 holding.
Triumph Capital Management first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
158 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.