Activest Wealth Management’s UBS Group UBS Stock Holding History

Activest 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	$41.5K	Sell	836 -1,164	-58%	-$53K	0.01%	304
2026 Q1	$76.5K	Hold	2,000	–	–	0.01%	270
2025 Q4	$93.3K	Hold	2,000	–	–	0.02%	228
2025 Q3	$81.7K	Hold	2,000	–	–	0.02%	206
2025 Q2	$67.5K	Hold	2,000	–	–	0.02%	175
2025 Q1	$60.7K	Hold	2,000	–	–	0.02%	178
2024 Q4	$61.2K	Buy	2,000 +183	+10%	+$5.8K	0.02%	157
2024 Q3	$56.1K	Hold	1,817	–	–	0.02%	161
2024 Q2	$53.5K	Hold	1,817	–	–	0.02%	160
2024 Q1	$56K	Buy	1,817 +1,706	+1,537%	+$50.4K	0.03%	107
2023 Q4	$3.43K	Hold	111	–	–	﹤0.01%	251
2023 Q3	$2.74K	Sell	111 -10	-8%	-$234	﹤0.01%	256
2023 Q2	$10.7K	Buy	+121	New	+$2.43K	0.01%	163

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

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

Activest Wealth Management reduced its UBS Group (UBS) stake by 58% in Q2 2026, selling an estimated $53K and leaving 836 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #304.

Activest Wealth Management first reported a position in UBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $93.3K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Activest Wealth Management held 836 shares of UBS Group worth $41.5K as of Q2 2026.
Activest Wealth Management sold 1,164 UBS Group shares in Q2 2026, an estimated $53K.
UBS Group made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #304 holding.
Activest Wealth Management first reported a position in UBS Group in Q2 2023 and has held it in 13 quarters since.
Activest Wealth Management's UBS Group position peaked at $93.3K in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.