Ares Financial Consulting
UBS icon

Ares Financial Consulting’s UBS Group UBS Stock Holding History

Ares Financial Consulting’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
Q3 		$66.7K Buy
1,386
+256
+23% +$13.5K 0.05% 184
2026
Q2 		$56K Hold
1,130
– – 0.04% 212
2026
Q1 		$44.9K Buy
1,130
+1,062
+1,562% +$45.4K 0.04% 233
2025
Q4 		$3.15K Buy
+68
New +$2.75K ﹤0.01% 578

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Ares Financial Consulting's UBS Position: Q3 2026 in Review

Ares Financial Consulting increased its UBS Group (UBS) stake by 23% in Q3 2026, buying an estimated $13.5K and bringing the position to 1,386 shares worth $66.7K. The position accounts for 0.05% of the portfolio, ranked #184.

Ares Financial Consulting first reported a position in UBS in Q4 2025 and has held it in 4 quarters since. 641 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Ares Financial Consulting held 1,386 shares of UBS Group worth $66.7K as of Q3 2026.
  • Ares Financial Consulting bought 256 UBS Group shares in Q3 2026, an estimated $13.5K.
  • UBS Group made up 0.05% of Ares Financial Consulting's portfolio in Q3 2026, its #184 holding.
  • Ares Financial Consulting first reported a position in UBS Group in Q4 2025 and has held it in 4 quarters since.
  • 641 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.