RAFFA WEALTH MANAGEMENT, LLC’s UBS Group UBS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$17.2K	Buy	348 +44	+14%	+$2K	﹤0.01%	318
2026 Q1	$11.9K	Sell	304 -72	-19%	-$3.08K	﹤0.01%	355
2025 Q4	$17.4K	Buy	376 +62	+20%	+$2.5K	﹤0.01%	286
2025 Q3	$12.9K	Buy	314 +40	+15%	+$1.55K	﹤0.01%	316
2025 Q2	$9.27K	Hold	274	–	–	﹤0.01%	394
2025 Q1	$8.39K	Hold	274	–	–	﹤0.01%	343
2024 Q4	$8.31K	Hold	274	–	–	﹤0.01%	363
2024 Q3	$8.47K	Hold	274	–	–	﹤0.01%	333
2024 Q2	$8.09K	Hold	274	–	–	﹤0.01%	470
2024 Q1	$8.42K	Sell	274 -224	-45%	-$6.62K	﹤0.01%	449
2023 Q4	$15.4K	Hold	498	–	–	﹤0.01%	234
2023 Q3	$12.3K	Hold	498	–	–	﹤0.01%	244
2023 Q2	$10.1K	Sell	498 -7	-1%	-$141	﹤0.01%	282
2023 Q1	$10.8K	Sell	505 -15	-3%	-$313	﹤0.01%	286
2022 Q4	$9.71K	Buy	520 +167	+47%	+$2.84K	﹤0.01%	288
2022 Q3	$5.12K	Hold	353	–	–	﹤0.01%	380
2022 Q2	$5.73K	Hold	353	–	–	﹤0.01%	361
2022 Q1	$6.9K	Hold	353	–	–	﹤0.01%	347
2021 Q4	$6.31K	Hold	353	–	–	﹤0.01%	378
2021 Q3	$5.63K	Buy	353 +169	+92%	+$2.74K	﹤0.01%	353
2021 Q2	$2.82K	Buy	184 +34	+23%	+$537	﹤0.01%	520
2021 Q1	$2.33K	Buy	150 +62	+70%	+$953	﹤0.01%	591
2020 Q4	$1.24K	Hold	88	–	–	﹤0.01%	685
2020 Q3	$981	Hold	88	–	–	﹤0.01%	672
2020 Q2	$1.02K	Hold	88	–	–	﹤0.01%	656
2020 Q1	$815	Buy	+88	New	+$1.01K	﹤0.01%	643
2017 Q1	–	Sell	-142	Closed	-$2.23K	–	832
2016 Q4	$2.23K	Hold	142	–	–	﹤0.01%	272
2016 Q3	$1.93K	Hold	142	–	–	﹤0.01%	283
2016 Q2	$1.84K	Buy	142 +101	+246%	+$1.54K	﹤0.01%	277
2016 Q1	$657	Hold	41	–	–	﹤0.01%	564
2015 Q4	$794	Hold	41	–	–	﹤0.01%	472
2015 Q3	$756	Hold	41	–	–	﹤0.01%	473
2015 Q2	$869	Buy	+41	New	+$856	﹤0.01%	428
2015 Q1	–	Sell	-53	Closed	-$904	–	833
2014 Q4	$904	Hold	53	–	–	﹤0.01%	385
2014 Q3	$921	Buy	+53	New	+$944	﹤0.01%	360
2014 Q1	–	Sell	-53	Closed	-$904	–	714
2013 Q4	$904	Buy	+53	New	+$1.02K	﹤0.01%	385

Other funds holding UBS

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

CDDEC

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

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CGA

Channing Global Advisors Miami, Florida $193M AUM 43.71% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UBS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its UBS Group (UBS) stake by 14% in Q2 2026, buying an estimated $2K and bringing the position to 348 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UBS in Q4 2013 and has held it in 36 quarters since. The position peaked at $17.4K in Q4 2025. 235 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 348 shares of UBS Group worth $17.2K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 44 UBS Group shares in Q2 2026, an estimated $2K.
UBS Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #318 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in UBS Group in Q4 2013 and has held it in 36 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's UBS Group position peaked at $17.4K in Q4 2025.
235 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.