Evelyn Partners Group Ltd’s UBS Group UBS Stock Holding History

Evelyn Partners Group Ltd’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	$2.03M	Buy	+40,992	New	+$1.87M	﹤0.01%	144

Other funds holding UBS

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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Evelyn Partners Group Ltd's UBS Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in UBS Group (UBS) in Q2 2026: 40,992 shares worth $2.03M. The stake represents ﹤0.01% of the portfolio and ranks #144 among its holdings.

412 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Evelyn Partners Group Ltd held 40,992 shares of UBS Group worth $2.03M as of Q2 2026.
UBS Group was a new Evelyn Partners Group Ltd position in Q2 2026.
UBS Group made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #144 holding.
412 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.