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YANKCOM Partnership’s UBS Group UBS Stock Holding History

YANKCOM Partnership’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 		$25.2K Hold
509
– – 0.01% 221
2026
Q1 		$19.5K Sell
509
-499
-50% -$21.4K 0.01% 230
2025
Q4 		$46.7K Buy
+1,008
New +$40.7K 0.02% 194

Other funds holding UBS

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

YANKCOM Partnership's UBS Position: Q2 2026 in Review

YANKCOM Partnership held its UBS Group (UBS) position steady in Q2 2026 at 509 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #221.

YANKCOM Partnership first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.7K in Q4 2025. 401 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • YANKCOM Partnership held 509 shares of UBS Group worth $25.2K as of Q2 2026.
  • YANKCOM Partnership left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.01% of YANKCOM Partnership's portfolio in Q2 2026, its #221 holding.
  • YANKCOM Partnership first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • YANKCOM Partnership's UBS Group position peaked at $46.7K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.