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Atomi Financial Group’s UBS Group UBS Stock Holding History

Atomi Financial 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 		$2.48M Buy
50,020
+8,925
+22% +$407K 0.06% 219
2026
Q1 		$1.61M Sell
41,095
-537
-1% -$23K 0.05% 290
2025
Q4 		$1.93M Buy
41,632
+2,953
+8% +$119K 0.06% 249
2025
Q3 		$1.59M Buy
38,679
+9,619
+33% +$374K 0.05% 246
2025
Q2 		$983K Sell
29,060
-10,905
-27% -$337K 0.04% 343
2025
Q1 		$1.22M Buy
39,965
+3,705
+10% +$124K 0.06% 246
2024
Q4 		$1.1M Buy
36,260
+6,673
+23% +$212K 0.06% 248
2024
Q3 		$915K Buy
29,587
+1,706
+6% +$51.3K 0.06% 263
2024
Q2 		$824K Sell
27,881
-3,825
-12% -$114K 0.06% 252
2024
Q1 		$974K Buy
31,706
+4,861
+18% +$144K 0.09% 186
2023
Q4 		$830K Buy
26,845
+16,096
+150% +$423K 0.11% 164
2023
Q3 		$265K Buy
+10,749
New +$251K 0.09% 267

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Atomi Financial Group's UBS Position: Q2 2026 in Review

Atomi Financial Group increased its UBS Group (UBS) stake by 22% in Q2 2026, buying an estimated $407K and bringing the position to 50,020 shares worth $2.48M. The position accounts for 0.06% of the portfolio, ranked #219.

Atomi Financial Group first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Atomi Financial Group held 50,020 shares of UBS Group worth $2.48M as of Q2 2026.
  • Atomi Financial Group bought 8,925 UBS Group shares in Q2 2026, an estimated $407K.
  • UBS Group made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #219 holding.
  • Atomi Financial Group first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.