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Trust Point Inc’s UBS Group UBS Stock Holding History

Trust Point Inc’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 		$690K Buy
13,926
+288
+2% +$13.1K 0.06% 171
2026
Q1 		$533K Buy
13,638
+2,218
+19% +$94.9K 0.05% 232
2025
Q4 		$529K Buy
11,420
+2,888
+34% +$117K 0.04% 223
2025
Q3 		$350K Buy
8,532
+2,095
+33% +$81.4K 0.03% 323
2025
Q2 		$218K Buy
+6,437
New +$199K 0.02% 364

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Trust Point Inc's UBS Position: Q2 2026 in Review

Trust Point Inc increased its UBS Group (UBS) stake by 2.1% in Q2 2026, buying an estimated $13.1K and bringing the position to 13,926 shares worth $690K. The position accounts for 0.06% of the portfolio, ranked #171.

Trust Point Inc first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Trust Point Inc held 13,926 shares of UBS Group worth $690K as of Q2 2026.
  • Trust Point Inc bought 288 UBS Group shares in Q2 2026, an estimated $13.1K.
  • UBS Group made up 0.06% of Trust Point Inc's portfolio in Q2 2026, its #171 holding.
  • Trust Point Inc first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
  • 120 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.