James T. Borello RIA
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James T. Borello RIA’s UBS Group UBS Stock Holding History

James T. Borello RIA’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
Q3 		$89.6K Hold
1,862
– – 0.02% 186
2026
Q2 		$92.3K Buy
1,862
+13
+0.7% +$592 0.02% 174
2026
Q1 		$72.2K Buy
1,849
+1,654
+848% +$70.8K 0.02% 184
2025
Q4 		$9.03K Buy
195
+24
+14% +$970 ﹤0.01% 444
2025
Q3 		$7.01K Buy
+171
New +$6.64K ﹤0.01% 368

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

James T. Borello RIA's UBS Position: Q3 2026 in Review

James T. Borello RIA held its UBS Group (UBS) position steady in Q3 2026 at 1,862 shares worth $89.6K. The position accounts for 0.02% of the portfolio, ranked #186.

James T. Borello RIA first reported a position in UBS in Q3 2025 and has held it in 5 quarters since. The position peaked at $92.3K in Q2 2026. 211 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • James T. Borello RIA held 1,862 shares of UBS Group worth $89.6K as of Q3 2026.
  • James T. Borello RIA left its UBS Group share count unchanged in Q3 2026.
  • UBS Group made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #186 holding.
  • James T. Borello RIA first reported a position in UBS Group in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's UBS Group position peaked at $92.3K in Q2 2026.
  • 211 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.