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Athena Wealth Management’s UBS Group UBS Stock Holding History

Athena Wealth Management’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 		$342K Buy
6,908
+644
+10% +$29.3K 0.25% 72
2026
Q1 		$245K Buy
+6,264
New +$268K 0.2% 94

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
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
S
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

Athena Wealth Management's UBS Position: Q2 2026 in Review

Athena Wealth Management increased its UBS Group (UBS) stake by 10% in Q2 2026, buying an estimated $29.3K and bringing the position to 6,908 shares worth $342K. The position accounts for 0.25% of the portfolio, ranked #72.

Athena Wealth Management first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Athena Wealth Management held 6,908 shares of UBS Group worth $342K as of Q2 2026.
  • Athena Wealth Management bought 644 UBS Group shares in Q2 2026, an estimated $29.3K.
  • UBS Group made up 0.25% of Athena Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Athena Wealth Management first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.