Avion Wealth’s UBS Group UBS Stock Holding History

Avion 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	$3K	Hold	65	–	–	﹤0.01%	999
2026 Q1	$2K	Hold	65	–	–	﹤0.01%	931
2025 Q4	$3K	Hold	65	–	–	﹤0.01%	820
2025 Q3	$2K	Hold	65	–	–	﹤0.01%	920
2025 Q2	$2K	Hold	65	–	–	﹤0.01%	863
2025 Q1	$1K	Hold	65	–	–	﹤0.01%	941
2024 Q4	$1K	Hold	65	–	–	﹤0.01%	939
2024 Q3	$2K	Hold	65	–	–	﹤0.01%	725
2024 Q2	$1K	Hold	65	–	–	﹤0.01%	828
2024 Q1	$2K	Hold	65	–	–	﹤0.01%	786
2023 Q4	$2K	Hold	65	–	–	﹤0.01%	631
2023 Q3	$1K	Hold	65	–	–	﹤0.01%	744
2023 Q2	$1K	Hold	65	–	–	﹤0.01%	658
2023 Q1	$1K	Buy	+65	New	+$1.36K	﹤0.01%	489

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

Avion Wealth's UBS Position: Q2 2026 in Review

Avion Wealth held its UBS Group (UBS) position steady in Q2 2026 at 65 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Avion Wealth first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Avion Wealth held 65 shares of UBS Group worth $3K as of Q2 2026.
Avion Wealth left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #999 holding.
Avion Wealth first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.