Truist Financial
UBS icon

Truist Financial’s UBS Group UBS Stock Holding History

Truist Financial’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 		$3.75M Buy
75,663
+26,645
+54% +$1.21M ﹤0.01% 1063
2026
Q1 		$1.92M Buy
49,018
+9,654
+25% +$413K ﹤0.01% 1354
2025
Q4 		$1.82M Sell
39,364
-2,262
-5% -$91.4K ﹤0.01% 1348
2025
Q3 		$1.71M Sell
41,626
-156
-0.4% -$6.06K ﹤0.01% 1411
2025
Q2 		$1.41M Sell
41,782
-9,622
-19% -$298K ﹤0.01% 1445
2025
Q1 		$1.57M Sell
51,404
-7,333
-12% -$245K ﹤0.01% 1325
2024
Q4 		$1.78M Sell
58,737
-3,633
-6% -$115K ﹤0.01% 1279
2024
Q3 		$1.93M Sell
62,370
-698
-1% -$21K ﹤0.01% 1247
2024
Q2 		$1.86M Sell
63,068
-3,341
-5% -$99.3K ﹤0.01% 1304
2024
Q1 		$2.04M Sell
66,409
-32,421
-33% -$958K ﹤0.01% 1272
2023
Q4 		$3.05M Buy
98,830
+52,668
+114% +$1.39M ﹤0.01% 1057
2023
Q3 		$1.14M Sell
46,162
-502
-1% -$11.7K ﹤0.01% 1504
2023
Q2 		$946K Sell
46,664
-4,098
-8% -$82.4K ﹤0.01% 1605
2023
Q1 		$1.08M Buy
50,762
+10,237
+25% +$214K ﹤0.01% 1518
2022
Q4 		$757K Buy
40,525
+2,454
+6% +$41.7K ﹤0.01% 1698
2022
Q3 		$553K Sell
38,071
-4,385
-10% -$70.2K ﹤0.01% 1772
2022
Q2 		$688K Sell
42,456
-17,386
-29% -$305K ﹤0.01% 1725
2022
Q1 		$1.17M Sell
59,842
-4,750
-7% -$89.9K ﹤0.01% 1553
2021
Q4 		$1.16M Buy
64,592
+9,852
+18% +$173K ﹤0.01% 1553
2021
Q3 		$872K Buy
54,740
+466
+0.9% +$7.55K ﹤0.01% 1692
2021
Q2 		$832K Buy
54,274
+7,487
+16% +$118K ﹤0.01% 1743
2021
Q1 		$727K Buy
46,787
+13,169
+39% +$202K ﹤0.01% 1771
2020
Q4 		$475K Buy
33,618
+2,410
+8% +$31.9K ﹤0.01% 1877
2020
Q3 		$348K Sell
31,208
-5,134
-14% -$61.5K ﹤0.01% 1928
2020
Q2 		$419K Buy
36,342
+4,681
+15% +$48.2K ﹤0.01% 1722
2020
Q1 		$293K Sell
31,661
-7,620
-19% -$87.8K ﹤0.01% 1878
2019
Q4 		$495K Buy
39,281
+29,067
+285% +$346K ﹤0.01% 1871
2019
Q3 		$116K Sell
10,214
-90
-0.9% -$1.01K ﹤0.01% 771
2019
Q2 		$122K Sell
10,304
-2,608
-20% -$32K ﹤0.01% 765
2019
Q1 		$156K Sell
12,912
-280
-2% -$3.55K ﹤0.01% 751
2018
Q4 		$163K Buy
13,192
+77
+0.6% +$1.04K ﹤0.01% 736
2018
Q3 		$206K Sell
13,115
-97
-0.7% -$1.52K ﹤0.01% 748
2018
Q2 		$203K Buy
+13,212
New +$215K ﹤0.01% 731
2017
Q3 		– Sell
-12,500
Closed -$212K – 814
2017
Q2 		$212K Sell
12,500
-9,222
-42% -$150K ﹤0.01% 738
2017
Q1 		$347K Sell
21,722
-3,445
-14% -$55.4K 0.01% 639
2016
Q4 		$395K Sell
25,167
-2,214
-8% -$33.3K 0.01% 632
2016
Q3 		$373K Sell
27,381
-6,915
-20% -$94.1K 0.01% 644
2016
Q2 		$444K Sell
34,296
-34,169
-50% -$522K 0.01% 609
2016
Q1 		$1.1M Sell
68,465
-18,482
-21% -$300K 0.03% 418
2015
Q4 		$1.69M Sell
86,947
-26,302
-23% -$513K 0.04% 339
2015
Q3 		$2.1M Sell
113,249
-23,594
-17% -$500K 0.05% 307
2015
Q2 		$2.9M Buy
136,843
+5,528
+4% +$115K 0.08% 247
2015
Q1 		$2.46M Buy
131,315
+16,183
+14% +$282K 0.07% 261
2014
Q4 		$1.96M Buy
+115,132
New +$1.97M 0.06% 288

Other funds holding UBS

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
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Truist Financial's UBS Position: Q2 2026 in Review

Truist Financial increased its UBS Group (UBS) stake by 54% in Q2 2026, buying an estimated $1.21M and bringing the position to 75,663 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Truist Financial first reported a position in UBS in Q4 2014 and has held it in 44 quarters since. 285 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Truist Financial held 75,663 shares of UBS Group worth $3.75M as of Q2 2026.
  • Truist Financial bought 26,645 UBS Group shares in Q2 2026, an estimated $1.21M.
  • UBS Group made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1063 holding.
  • Truist Financial first reported a position in UBS Group in Q4 2014 and has held it in 44 quarters since.
  • 285 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.