Armstrong Advisory Group’s UBS Group UBS Stock Holding History

Armstrong Advisory 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	$1.88K	Hold	38	–	–	﹤0.01%	911
2026 Q1	$1.49K	Hold	38	–	–	﹤0.01%	893
2025 Q4	$1.76K	Hold	38	–	–	﹤0.01%	875
2025 Q3	$1.56K	Hold	38	–	–	﹤0.01%	878
2025 Q2	$1.29K	Buy	+38	New	+$1.18K	﹤0.01%	863

Other funds holding UBS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Armstrong Advisory Group's UBS Position: Q2 2026 in Review

Armstrong Advisory Group held its UBS Group (UBS) position steady in Q2 2026 at 38 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Armstrong Advisory Group first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Armstrong Advisory Group held 38 shares of UBS Group worth $1.88K as of Q2 2026.
Armstrong Advisory Group left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #911 holding.
Armstrong Advisory Group first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
113 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.