Trivant Custom Portfolio Group’s UBS Group UBS Stock Holding History

Trivant Custom Portfolio Group’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	–	Sell	-64,462	Closed	-$2.52M	–	88
2026 Q1	$2.52M	Buy	64,462 +183	+0.3%	+$7.83K	1.38%	21
2025 Q4	$2.98M	Sell	64,279 -190	-0.3%	-$7.68K	1.71%	16
2025 Q3	$2.64M	Sell	64,469 -60	-0.1%	-$2.33K	1.36%	21
2025 Q2	$2.18M	Buy	64,529 +374	+0.6%	+$11.6K	1.2%	23
2025 Q1	$1.97M	Buy	64,155 +32,094	+100%	+$1.07M	1.13%	25
2024 Q4	$972K	Sell	32,061 -859	-3%	-$27.2K	0.57%	43
2024 Q3	$1.02M	Sell	32,920 -230	-0.7%	-$6.91K	0.59%	44
2024 Q2	$979K	Buy	+33,150	New	+$985K	0.6%	44

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

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

Trivant Custom Portfolio Group's UBS Position: Q2 2026 in Review

Trivant Custom Portfolio Group sold out of UBS Group (UBS) in Q2 2026, closing a stake of 64,462 shares — an estimated $2.52M sold.

Trivant Custom Portfolio Group first reported a position in UBS in Q2 2024 and held it in 8 quarters. The position peaked at $2.98M in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Trivant Custom Portfolio Group reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Trivant Custom Portfolio Group sold 64,462 UBS Group shares in Q2 2026, an estimated $2.52M.
Trivant Custom Portfolio Group first reported a position in UBS Group in Q2 2024 and held it in 8 quarters.
Trivant Custom Portfolio Group's UBS Group position peaked at $2.98M in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.