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West Family Investments’s UBS Group UBS Stock Holding History

West Family Investments’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 		$476K Buy
9,606
+4,048
+73% +$184K 0.14% 192
2026
Q1 		$217K Sell
5,558
-4,137
-43% -$177K 0.08% 234
2025
Q4 		$449K Buy
9,695
+908
+10% +$36.7K 0.11% 191
2025
Q3 		$360K Buy
8,787
+1,977
+29% +$76.8K 0.08% 251
2025
Q2 		$230K Sell
6,810
-2,724
-29% -$84.3K 0.06% 316
2025
Q1 		$292K Sell
9,534
-3,907
-29% -$130K 0.11% 173
2024
Q4 		$408K Sell
13,441
-96
-0.7% -$3.04K 0.14% 145
2024
Q3 		$418K Buy
+13,537
New +$407K 0.14% 151
2022
Q3 		– Sell
-23,081
Closed -$374K – 260
2022
Q2 		$374K Sell
23,081
-1,209
-5% -$21.2K 0.15% 121
2022
Q1 		$475K Buy
24,290
+225
+0.9% +$4.26K 0.14% 121
2021
Q4 		$430K Sell
24,065
-1,506
-6% -$26.5K 0.12% 145
2021
Q3 		$408K Buy
25,571
+932
+4% +$15.1K 0.11% 170
2021
Q2 		$378K Buy
+24,639
New +$389K 0.1% 181

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

West Family Investments's UBS Position: Q2 2026 in Review

West Family Investments increased its UBS Group (UBS) stake by 73% in Q2 2026, buying an estimated $184K and bringing the position to 9,606 shares worth $476K. The position accounts for 0.14% of the portfolio, ranked #192.

West Family Investments first reported a position in UBS in Q2 2021 and has held it in 13 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • West Family Investments held 9,606 shares of UBS Group worth $476K as of Q2 2026.
  • West Family Investments bought 4,048 UBS Group shares in Q2 2026, an estimated $184K.
  • UBS Group made up 0.14% of West Family Investments's portfolio in Q2 2026, its #192 holding.
  • West Family Investments first reported a position in UBS Group in Q2 2021 and has held it in 13 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.