VVP
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Venture Visionary Partners’s UBS Group UBS Stock Holding History

Venture Visionary Partners’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 		$289K Buy
+5,827
New +$265K 0.01% 586
2022
Q3 		– Sell
-245
Closed -$3.97K – 1470
2022
Q2 		$3.97K Buy
+245
New +$4.29K ﹤0.01% 1442

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

Venture Visionary Partners's UBS Position: Q2 2026 in Review

Venture Visionary Partners opened a new position in UBS Group (UBS) in Q2 2026: 5,827 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in UBS as recently as Q2 2022.

Venture Visionary Partners first reported a position in UBS in Q2 2022 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Venture Visionary Partners held 5,827 shares of UBS Group worth $289K as of Q2 2026.
  • UBS Group was a new Venture Visionary Partners position in Q2 2026.
  • UBS Group made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #586 holding.
  • Venture Visionary Partners first reported a position in UBS Group in Q2 2022 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.