WF
UBS icon

Welch & Forbes’s UBS Group UBS Stock Holding History

Welch & Forbes’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 		$281K Buy
+5,660
New +$258K ﹤0.01% 347
2026
Q1 		– Sell
-5,008
Closed -$232K – 380
2025
Q4 		$232K Hold
5,008
– – ﹤0.01% 354
2025
Q3 		$205K Buy
+5,008
New +$194K ﹤0.01% 374

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

Welch & Forbes's UBS Position: Q2 2026 in Review

Welch & Forbes opened a new position in UBS Group (UBS) in Q2 2026: 5,660 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Welch & Forbes previously reported a position in UBS as recently as Q4 2025.

Welch & Forbes first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Welch & Forbes held 5,660 shares of UBS Group worth $281K as of Q2 2026.
  • UBS Group was a new Welch & Forbes position in Q2 2026.
  • UBS Group made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #347 holding.
  • Welch & Forbes first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.