TrueMark Investments’s UBS Group UBS Stock Holding History

TrueMark Investments’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	$3.34M	Buy	67,374 +8,580	+15%	+$391K	0.42%	60
2026 Q1	$2.3M	Sell	58,794 -22,998	-28%	-$984K	0.45%	63
2025 Q4	$3.79M	Buy	81,792 +10,659	+15%	+$431K	0.72%	42
2025 Q3	$2.92M	Sell	71,133 -4,553	-6%	-$177K	0.51%	71
2025 Q2	$2.56M	Buy	75,686 +11,730	+18%	+$363K	0.55%	71
2025 Q1	$1.96M	Buy	+63,956	New	+$2.13M	0.51%	65

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

TrueMark Investments's UBS Position: Q2 2026 in Review

TrueMark Investments increased its UBS Group (UBS) stake by 15% in Q2 2026, buying an estimated $391K and bringing the position to 67,374 shares worth $3.34M. The position accounts for 0.42% of the portfolio, ranked #60.

TrueMark Investments first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.79M in Q4 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

TrueMark Investments held 67,374 shares of UBS Group worth $3.34M as of Q2 2026.
TrueMark Investments bought 8,580 UBS Group shares in Q2 2026, an estimated $391K.
UBS Group made up 0.42% of TrueMark Investments's portfolio in Q2 2026, its #60 holding.
TrueMark Investments first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
TrueMark Investments's UBS Group position peaked at $3.79M in Q4 2025.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.