Balance Wealth’s UBS Group UBS Stock Holding History

Balance 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 Q3	$4.19K	Buy	+87	New	+$4.57K	﹤0.01%	680

Other funds holding UBS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Balance Wealth's UBS Position: Q3 2026 in Review

Balance Wealth opened a new position in UBS Group (UBS) in Q3 2026: 87 shares worth $4.19K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings.

641 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

Balance Wealth held 87 shares of UBS Group worth $4.19K as of Q3 2026.
UBS Group was a new Balance Wealth position in Q3 2026.
UBS Group made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #680 holding.
641 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.