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ASSETMARK, INC UBS Position History
UBS Group AG • Financial Services
Quarters held
5
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q4 2025 | $3.6M |
| Q1 2026 | $4M |
| Q2 2026 | $6.7M |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 153.5K | — | — |
| Q2 2026 | $6.7M | 135.3K | — | — |
| Q1 2026 | $4M | 102.3K | — | — |
| Q4 2025 | $3.6M | 78.0K | — | — |
| Q3 2025 | $1.8M | 45.0K | — | — |
Other funds holding UBS
$4.4B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B