Wilmington Savings Fund Society’s UBS Group UBS Stock Holding History

Wilmington Savings Fund Society’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	$78.8K	Hold	1,590	–	–	﹤0.01%	793
2026 Q1	$62.1K	Hold	1,590	–	–	﹤0.01%	835
2025 Q4	$73.6K	Buy	1,590 +325	+26%	+$13.1K	﹤0.01%	803
2025 Q3	$51.9K	Sell	1,265 -2,032	-62%	-$78.9K	﹤0.01%	887
2025 Q2	$112K	Sell	3,297 -7,629	-70%	-$236K	﹤0.01%	986
2025 Q1	$335K	Sell	10,926 -689	-6%	-$23K	0.01%	673
2024 Q4	$352K	Sell	11,615 -190	-2%	-$6.02K	0.01%	670
2024 Q3	$365K	Buy	+11,805	New	+$355K	0.01%	652

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

Wilmington Savings Fund Society's UBS Position: Q2 2026 in Review

Wilmington Savings Fund Society held its UBS Group (UBS) position steady in Q2 2026 at 1,590 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Wilmington Savings Fund Society first reported a position in UBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $365K in Q3 2024. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Wilmington Savings Fund Society held 1,590 shares of UBS Group worth $78.8K as of Q2 2026.
Wilmington Savings Fund Society left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #793 holding.
Wilmington Savings Fund Society first reported a position in UBS Group in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's UBS Group position peaked at $365K in Q3 2024.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.