Abound Wealth Management’s UBS Group UBS Stock Holding History

Abound Wealth Management’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	$8.92K	Hold	180	–	–	﹤0.01%	492
2026 Q1	$7.03K	Sell	180 -61	-25%	-$2.61K	﹤0.01%	639
2025 Q4	$11.2K	Buy	241 +45	+23%	+$1.82K	﹤0.01%	489
2025 Q3	$8.04K	Buy	196 +168	+600%	+$6.53K	﹤0.01%	535
2025 Q2	$947	Hold	28	–	–	﹤0.01%	810
2025 Q1	$858	Sell	28 -19	-40%	-$634	﹤0.01%	770
2024 Q4	$1.43K	Buy	47 +4	+9%	+$127	﹤0.01%	704
2024 Q3	$1.33K	Buy	43 +23	+115%	+$691	﹤0.01%	750
2024 Q2	$591	Sell	20 -51	-72%	-$1.52K	﹤0.01%	785
2024 Q1	$2.18K	Sell	71 -6	-8%	-$177	﹤0.01%	669
2023 Q4	$2.38K	Sell	77 -3	-4%	-$79	﹤0.01%	634
2023 Q3	$1.97K	Hold	80	–	–	﹤0.01%	618
2023 Q2	$1.62K	Buy	+80	New	+$1.61K	﹤0.01%	670

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

Abound Wealth Management's UBS Position: Q2 2026 in Review

Abound Wealth Management held its UBS Group (UBS) position steady in Q2 2026 at 180 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Abound Wealth Management first reported a position in UBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.2K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Abound Wealth Management held 180 shares of UBS Group worth $8.92K as of Q2 2026.
Abound Wealth Management left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #492 holding.
Abound Wealth Management first reported a position in UBS Group in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's UBS Group position peaked at $11.2K in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.