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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
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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Fisher Asset Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Ares Financial Consulting's UBS Position: Q2 2026 in Review

Ares Financial Consulting held its UBS Group (UBS) position steady in Q2 2026 at 1,130 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #212.

Ares Financial Consulting first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Ares Financial Consulting held 1,130 shares of UBS Group worth $56K as of Q2 2026.
  • Ares Financial Consulting left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #212 holding.
  • Ares Financial Consulting first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.