UBS Group
USBC

UBS Group’s USBC Inc USBC Stock Holding History

UBS Group’s Portfolio USBC Stock Details USBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.09K Buy
+25,833
New +$9.82K ﹤0.01% 8709
2026
Q1 		– Sell
-9,735
Closed -$6.18K – 10864
2025
Q4 		$6.18K Buy
9,735
+6,334
+186% +$5.33K ﹤0.01% 8577
2025
Q3 		$4.56K Sell
3,401
-70,796
-95% -$127K ﹤0.01% 8941
2025
Q2 		$147K Buy
74,197
+56,126
+311% +$62.4K ﹤0.01% 6937
2025
Q1 		$12.3K Buy
18,071
+16,583
+1,114% +$58.5K ﹤0.01% 8503
2024
Q4 		$10.2K Buy
1,488
+1,371
+1,172% +$12.1K ﹤0.01% 8307
2024
Q3 		$1.33K Sell
117
-570
-83% -$7.48K ﹤0.01% 8661
2024
Q2 		$11.3K Buy
687
+554
+417% +$14.1K ﹤0.01% 7652
2024
Q1 		$3.36K Buy
+133
New +$3.04K ﹤0.01% 7744
2023
Q4 		– Sell
-1,118
Closed -$11.2K – 9620
2023
Q3 		$11.2K Buy
+1,118
New +$33.6K ﹤0.01% 7069
2023
Q1 		– Sell
-99
Closed -$6.33K – 9991
2022
Q4 		$6.33K Sell
99
-685
-87% -$42.8K ﹤0.01% 9045
2022
Q3 		$57K Buy
+784
New +$60.5K ﹤0.01% 6217

Other funds holding USBC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's USBC Position: Q2 2026 in Review

UBS Group opened a new position in USBC Inc (USBC) in Q2 2026: 25,833 shares worth $8.09K. The stake represents ﹤0.01% of the portfolio and ranks #8709 among its holdings. This is a return to the name: UBS Group previously reported a position in USBC as recently as Q4 2025.

UBS Group first reported a position in USBC in Q3 2022 and has held it in 12 quarters since. The position peaked at $147K in Q2 2025. 16 funds tracked by Wall St. Rank hold USBC as of Q2 2026.

  • UBS Group held 25,833 shares of USBC Inc worth $8.09K as of Q2 2026.
  • USBC Inc was a new UBS Group position in Q2 2026.
  • USBC Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8709 holding.
  • UBS Group first reported a position in USBC Inc in Q3 2022 and has held it in 12 quarters since.
  • UBS Group's USBC Inc position peaked at $147K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held USBC Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.