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AE Wealth Management’s UBS Group UBS Stock Holding History

AE 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 		$330K Buy
+6,666
New +$304K ﹤0.01% 1438
2024
Q1 		– Sell
-15,354
Closed -$459K – 1932
2023
Q4 		$459K Buy
15,354
+1,468
+11% +$38.6K ﹤0.01% 1485
2023
Q3 		$342K Buy
13,886
+153
+1% +$3.57K ﹤0.01% 1555
2023
Q2 		$278K Sell
13,733
-45,935
-77% -$924K ﹤0.01% 1639
2023
Q1 		$1.27M Buy
59,668
+45,061
+308% +$940K 0.01% 956
2022
Q4 		$273K Sell
14,607
-278
-2% -$4.73K ﹤0.01% 1542
2022
Q3 		$216K Sell
14,885
-166
-1% -$2.66K ﹤0.01% 1590
2022
Q2 		$244K Buy
15,051
+562
+4% +$9.85K ﹤0.01% 1523
2022
Q1 		$283K Sell
14,489
-1,889
-12% -$35.7K ﹤0.01% 1443
2021
Q4 		$293K Buy
16,378
+1,583
+11% +$27.9K ﹤0.01% 1458
2021
Q3 		$236K Sell
14,795
-2,316
-14% -$37.5K ﹤0.01% 1469
2021
Q2 		$262K Buy
17,111
+2,050
+14% +$32.4K ﹤0.01% 1401
2021
Q1 		$234K Sell
15,061
-3,001
-17% -$46.1K ﹤0.01% 1347
2020
Q4 		$255K Buy
18,062
+628
+4% +$8.31K ﹤0.01% 1192
2020
Q3 		$194K Buy
17,434
+495
+3% +$5.93K ﹤0.01% 1183
2020
Q2 		$195K Buy
16,939
+1,118
+7% +$11.5K ﹤0.01% 1163
2020
Q1 		$147K Sell
15,821
-98
-0.6% -$1.13K ﹤0.01% 1030
2019
Q4 		$200K Buy
+15,919
New +$189K ﹤0.01% 1060

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

AE Wealth Management opened a new position in UBS Group (UBS) in Q2 2026: 6,666 shares worth $330K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in UBS as recently as Q4 2023.

AE Wealth Management first reported a position in UBS in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.27M in Q1 2023. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • AE Wealth Management held 6,666 shares of UBS Group worth $330K as of Q2 2026.
  • UBS Group was a new AE Wealth Management position in Q2 2026.
  • UBS Group made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1438 holding.
  • AE Wealth Management first reported a position in UBS Group in Q4 2019 and has held it in 18 quarters since.
  • AE Wealth Management's UBS Group position peaked at $1.27M in Q1 2023.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.