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Angeles Wealth Management’s UBS Group UBS Stock Holding History

Angeles 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 		$328K Buy
6,622
+381
+6% +$17.4K 0.02% 367
2026
Q1 		$244K Buy
+6,241
New +$267K 0.01% 367
2023
Q3 		– Sell
-19,025
Closed -$386K – 239
2023
Q2 		$386K Buy
+19,025
New +$383K 0.05% 120

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

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

Angeles Wealth Management increased its UBS Group (UBS) stake by 6.1% in Q2 2026, buying an estimated $17.4K and bringing the position to 6,622 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #367.

Angeles Wealth Management first reported a position in UBS in Q2 2023 and has held it in 3 quarters since. The position peaked at $386K in Q2 2023. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Angeles Wealth Management held 6,622 shares of UBS Group worth $328K as of Q2 2026.
  • Angeles Wealth Management bought 381 UBS Group shares in Q2 2026, an estimated $17.4K.
  • UBS Group made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Angeles Wealth Management first reported a position in UBS Group in Q2 2023 and has held it in 3 quarters since.
  • Angeles Wealth Management's UBS Group position peaked at $386K in Q2 2023.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.