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Union Savings Bank’s UBS Group UBS Stock Holding History

Union Savings Bank’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 		– Sell
-410
Closed -$16K – 326
2026
Q1 		$16K Hold
410
– – 0.01% 246
2025
Q4 		$19K Buy
+410
New +$16.6K 0.01% 243
2025
Q2 		$15.3K Hold
410
– – 0.01% 254
2025
Q1 		$12.6K Hold
410
– – 0.01% 267
2024
Q4 		$12.4K Hold
410
– – 0.01% 266
2024
Q3 		$12.7K Hold
410
– – 0.01% 271
2024
Q2 		$12.1K Hold
410
– – 0.01% 269
2024
Q1 		$12.6K Hold
410
– – 0.01% 277
2023
Q4 		$12.7K Hold
410
– – 0.01% 275
2023
Q3 		$10.1K Hold
410
– – 0.01% 279
2023
Q2 		$9.09K Buy
+410
New +$8.24K 0.01% 270

Other funds holding UBS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Union Savings Bank's UBS Position: Q2 2026 in Review

Union Savings Bank sold out of UBS Group (UBS) in Q2 2026, closing a stake of 410 shares — an estimated $16K sold.

Union Savings Bank first reported a position in UBS in Q2 2023 and held it in 11 quarters. The position peaked at $19K in Q4 2025. 412 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Union Savings Bank reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Union Savings Bank sold 410 UBS Group shares in Q2 2026, an estimated $16K.
  • Union Savings Bank first reported a position in UBS Group in Q2 2023 and held it in 11 quarters.
  • Union Savings Bank's UBS Group position peaked at $19K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.