Westside Investment Management’s UBS Group UBS Stock Holding History

Westside Investment Management’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	$104K	Hold	2,095	–	–	0.01%	427
2026 Q1	$82.6K	Hold	2,095	–	–	0.01%	449
2025 Q4	$98.7K	Hold	2,095	–	–	0.02%	398
2025 Q3	$84.7K	Buy	2,095 +958	+84%	+$37.2K	0.01%	422
2025 Q2	$38.4K	Buy	1,137 +958	+535%	+$29.6K	0.01%	505
2025 Q1	$5.43K	Hold	179	–	–	﹤0.01%	768
2024 Q4	$5.43K	Hold	179	–	–	﹤0.01%	762
2024 Q3	$5.22K	Hold	179	–	–	﹤0.01%	769
2024 Q2	$5.29K	Buy	+179	New	+$5.32K	﹤0.01%	751
2017 Q3	–	Sell	-742	Closed	-$13K	–	831
2017 Q2	$13K	Hold	742	–	–	0.01%	476
2017 Q1	$11.5K	Buy	742 +119	+19%	+$1.92K	0.01%	457
2016 Q4	$10.4K	Buy	+623	New	+$9.38K	0.01%	385

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Westside Investment Management's UBS Position: Q2 2026 in Review

Westside Investment Management held its UBS Group (UBS) position steady in Q2 2026 at 2,095 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #427.

Westside Investment Management first reported a position in UBS in Q4 2016 and has held it in 12 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Westside Investment Management held 2,095 shares of UBS Group worth $104K as of Q2 2026.
Westside Investment Management left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #427 holding.
Westside Investment Management first reported a position in UBS Group in Q4 2016 and has held it in 12 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.