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Ausdal Financial Partners’s UBS Group UBS Stock Holding History

Ausdal Financial Partners’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 		$258K Buy
+5,211
New +$237K 0.01% 883
2016
Q1 		– Sell
-1,500
Closed -$29K – 970
2015
Q4 		$29K Buy
+1,500
New +$29.3K 0.01% 613

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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

Ausdal Financial Partners's UBS Position: Q2 2026 in Review

Ausdal Financial Partners opened a new position in UBS Group (UBS) in Q2 2026: 5,211 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in UBS as recently as Q4 2015.

Ausdal Financial Partners first reported a position in UBS in Q4 2015 and has held it in 2 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Ausdal Financial Partners held 5,211 shares of UBS Group worth $258K as of Q2 2026.
  • UBS Group was a new Ausdal Financial Partners position in Q2 2026.
  • UBS Group made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #883 holding.
  • Ausdal Financial Partners first reported a position in UBS Group in Q4 2015 and has held it in 2 quarters since.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.