Aprio Wealth Management’s UBS Group UBS Stock Holding History

Aprio 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	$668K	Buy	13,487 +1,341	+11%	+$61.1K	0.03%	317
2026 Q1	$475K	Buy	12,146 +781	+7%	+$33.4K	0.03%	369
2025 Q4	$526K	Sell	11,365 -16	-0.1%	-$646	0.03%	310
2025 Q3	$467K	Buy	11,381 +2,003	+21%	+$77.8K	0.05%	234
2025 Q2	$317K	Sell	9,378 -3,710	-28%	-$115K	0.04%	276
2025 Q1	$401K	Buy	13,088 +1,705	+15%	+$56.9K	0.05%	211
2024 Q4	$345K	Buy	11,383 +1,785	+19%	+$56.6K	0.05%	187
2024 Q3	$297K	Sell	9,598 -106	-1%	-$3.19K	0.05%	199
2024 Q2	$287K	Sell	9,704 -252	-3%	-$7.49K	0.05%	176
2024 Q1	$306K	Buy	9,956 +891	+10%	+$26.3K	0.06%	153
2023 Q4	$280K	Buy	9,065 +191	+2%	+$5.02K	0.06%	147
2023 Q3	$219K	Buy	+8,874	New	+$207K	0.06%	152

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

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

Aprio Wealth Management increased its UBS Group (UBS) stake by 11% in Q2 2026, buying an estimated $61.1K and bringing the position to 13,487 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #317.

Aprio Wealth Management first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Aprio Wealth Management held 13,487 shares of UBS Group worth $668K as of Q2 2026.
Aprio Wealth Management bought 1,341 UBS Group shares in Q2 2026, an estimated $61.1K.
UBS Group made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #317 holding.
Aprio Wealth Management first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.