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WealthCollab’s UBS Group UBS Stock Holding History

WealthCollab’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 		$25.2K Hold
509
– – 0.01% 360
2026
Q1 		$19.9K Hold
509
– – 0.01% 373
2025
Q4 		$23.6K Hold
509
– – 0.01% 356
2025
Q3 		$20.9K Buy
509
+56
+12% +$2.17K 0.01% 351
2025
Q2 		$15.3K Buy
453
+145
+47% +$4.49K 0.01% 389
2025
Q1 		$9.44K Hold
308
– – 0.01% 477
2024
Q4 		$9.34K Hold
308
– – 0.01% 459
2024
Q3 		$9.52K Hold
308
– – 0.01% 467
2024
Q2 		$9.1K Buy
308
+126
+69% +$3.75K 0.01% 451
2024
Q1 		$5.59K Hold
182
– – ﹤0.01% 561
2023
Q4 		$5.62K Buy
+182
New +$4.79K ﹤0.01% 542

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

WealthCollab's UBS Position: Q2 2026 in Review

WealthCollab held its UBS Group (UBS) position steady in Q2 2026 at 509 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #360.

WealthCollab first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • WealthCollab held 509 shares of UBS Group worth $25.2K as of Q2 2026.
  • WealthCollab left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.01% of WealthCollab's portfolio in Q2 2026, its #360 holding.
  • WealthCollab first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.