PICTET BANK & TRUST Ltd UBS β€” UBS GROUP AG

Ownership history in PICTET BANK & TRUST Ltd  Β·  3 quarters on record

AI Ownership Summary

PICTET BANK & TRUST Ltd reported UBS GROUP AG (UBS) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.32% in 2025 Q4. The latest visible filing shows UBS at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PICTET BANK & TRUST Ltd's position in UBS GROUP AG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UBS was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PICTET BANK & TRUST Ltd held UBS β€” position size vs. price
% of Fund (quarterly)    UBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 5,758 β€” 0% 0.29% $220K 2026-04-14 $41.80
2025 Q4 UNCHANGED β€” β€” β€” 5,758 β€” 0% 0.32% $269K 2026-01-16 $46.19
2025 Q3 INITIATED β€” β€” β€” 5,758 β€” β€” 0.28% $235K 2025-10-21 $36.62

FAQ About PICTET BANK & TRUST Ltd and UBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PICTET BANK & TRUST Ltd reported owning UBS?

PICTET BANK & TRUST Ltd reported UBS across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported UBS position in PICTET BANK & TRUST Ltd's portfolio?

The largest reported portfolio weight for UBS was 0.32% in 2025 Q4.

What is the latest reported UBS position on this page?

The most recent filing on this page is 2026 Q1, when PICTET BANK & TRUST Ltd reported 5,758 shares, equal to 0.29% of portfolio, with an estimated market value of $220K.

What does the chart on this UBS ownership page compare?

The chart compares PICTET BANK & TRUST Ltd's quarterly UBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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