Vanguard Personalized Indexing Management
UBS icon

Vanguard Personalized Indexing Management’s UBS Group UBS Stock Holding History

Vanguard Personalized Indexing Management’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 		$9.59M Buy
193,469
+17,147
+10% +$781K 0.08% 202
2026
Q1 		$6.89M Sell
176,322
-14,657
-8% -$627K 0.07% 249
2025
Q4 		$8.84M Sell
190,979
-3,918
-2% -$158K 0.09% 184
2025
Q3 		$8M Buy
194,897
+13,800
+8% +$536K 0.08% 203
2025
Q2 		$6.13M Sell
181,097
-10,180
-5% -$315K 0.07% 241
2025
Q1 		$5.86M Buy
191,277
+20,372
+12% +$679K 0.09% 205
2024
Q4 		$5.18M Buy
170,905
+13,814
+9% +$438K 0.08% 214
2024
Q3 		$4.86M Buy
157,091
+9,176
+6% +$276K 0.08% 223
2024
Q2 		$4.35M Buy
147,915
+12,443
+9% +$370K 0.08% 206
2024
Q1 		$4.16M Buy
135,472
+16,419
+14% +$485K 0.09% 205
2023
Q4 		$3.68M Buy
119,053
+3,872
+3% +$102K 0.09% 197
2023
Q3 		$2.84M Buy
115,181
+7,302
+7% +$171K 0.08% 229
2023
Q2 		$2.19M Buy
107,879
+19,012
+21% +$382K 0.07% 288
2023
Q1 		$1.9M Buy
88,867
+2,088
+2% +$43.6K 0.07% 308
2022
Q4 		$1.62M Buy
86,779
+18,050
+26% +$307K 0.07% 328
2022
Q3 		$997K Sell
68,729
-4,920
-7% -$78.8K 0.05% 478
2022
Q2 		$1.2M Buy
73,649
+16,077
+28% +$282K 0.06% 380
2022
Q1 		$1.12M Buy
57,572
+19,737
+52% +$373K 0.05% 390
2021
Q4 		$676K Buy
37,835
+8,602
+29% +$151K 0.04% 576
2021
Q3 		$466K Buy
29,233
+5,606
+24% +$90.8K 0.04% 550
2021
Q2 		$362K Buy
23,627
+116
+0.5% +$1.83K 0.04% 653
2021
Q1 		$365K Buy
23,511
+1,056
+5% +$16.2K 0.06% 428
2020
Q4 		$317K Buy
22,455
+651
+3% +$8.62K 0.07% 350
2020
Q3 		$243K Buy
21,804
+5,658
+35% +$67.8K 0.07% 343
2020
Q2 		$186K Buy
+16,146
New +$166K 0.08% 298

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vanguard Personalized Indexing Management's UBS Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its UBS Group (UBS) stake by 9.7% in Q2 2026, buying an estimated $781K and bringing the position to 193,469 shares worth $9.59M. The position accounts for 0.08% of the portfolio, ranked #202.

Vanguard Personalized Indexing Management first reported a position in UBS in Q2 2020 and has held it in 25 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 193,469 shares of UBS Group worth $9.59M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 17,147 UBS Group shares in Q2 2026, an estimated $781K.
  • UBS Group made up 0.08% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #202 holding.
  • Vanguard Personalized Indexing Management first reported a position in UBS Group in Q2 2020 and has held it in 25 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.