Armstrong Advisory Group
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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
Q3 		$1.83K Hold
38
– – ﹤0.01% 945
2026
Q2 		$1.88K Hold
38
– – ﹤0.01% 911
2026
Q1 		$1.48K 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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Armstrong Advisory Group's UBS Position: Q3 2026 in Review

Armstrong Advisory Group held its UBS Group (UBS) position steady in Q3 2026 at 38 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Armstrong Advisory Group first reported a position in UBS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.88K in Q2 2026. 335 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Armstrong Advisory Group held 38 shares of UBS Group worth $1.83K as of Q3 2026.
  • Armstrong Advisory Group left its UBS Group share count unchanged in Q3 2026.
  • UBS Group made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #945 holding.
  • Armstrong Advisory Group first reported a position in UBS Group in Q2 2025 and has held it in 6 quarters since.
  • Armstrong Advisory Group's UBS Group position peaked at $1.88K in Q2 2026.
  • 335 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.