Albion Financial Group’s UBS Group UBS Stock Holding History

Albion Financial Group’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	–	Sell	-188	Closed	-$7.35K	–	748
2026 Q1	$7.35K	Hold	188	–	–	﹤0.01%	444
2025 Q4	$8.71K	Hold	188	–	–	﹤0.01%	422
2025 Q3	$7.71K	Buy	+188	New	+$7.3K	﹤0.01%	420
2025 Q1	–	Sell	-141	Closed	-$4.28K	–	687
2024 Q4	$4.28K	Buy	+141	New	+$4.47K	﹤0.01%	481

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

Albion Financial Group's UBS Position: Q2 2026 in Review

Albion Financial Group sold out of UBS Group (UBS) in Q2 2026, closing a stake of 188 shares — an estimated $7.35K sold.

Albion Financial Group first reported a position in UBS in Q4 2024 and held it in 4 quarters. The position peaked at $8.71K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Albion Financial Group reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Albion Financial Group sold 188 UBS Group shares in Q2 2026, an estimated $7.35K.
Albion Financial Group first reported a position in UBS Group in Q4 2024 and held it in 4 quarters.
Albion Financial Group's UBS Group position peaked at $8.71K in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.