Ashton Thomas Private Wealth’s UBS Group UBS Stock Holding History

Ashton Thomas Private Wealth’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	$280K	Buy	5,642 +48	+0.9%	+$2.19K	0.01%	1017
2026 Q1	$219K	Sell	5,594 -74	-1%	-$3.17K	0.01%	996
2025 Q4	$262K	Buy	+5,668	New	+$229K	0.01%	864
2024 Q3	–	Sell	-1,706	Closed	-$50.4K	–	1758
2024 Q2	$50.4K	Buy	+1,706	New	+$50.7K	﹤0.01%	911

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

Ashton Thomas Private Wealth's UBS Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its UBS Group (UBS) stake by 0.86% in Q2 2026, buying an estimated $2.19K and bringing the position to 5,642 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1017.

Ashton Thomas Private Wealth first reported a position in UBS in Q2 2024 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Ashton Thomas Private Wealth held 5,642 shares of UBS Group worth $280K as of Q2 2026.
Ashton Thomas Private Wealth bought 48 UBS Group shares in Q2 2026, an estimated $2.19K.
UBS Group made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1017 holding.
Ashton Thomas Private Wealth first reported a position in UBS Group in Q2 2024 and has held it in 4 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.