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Bare Financial Services’s UBS Group UBS Stock Holding History

Bare Financial Services’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 		$17.8K Buy
359
+154
+75% +$7.01K ﹤0.01% 329
2026
Q1 		$8.01K Buy
205
+121
+144% +$5.18K ﹤0.01% 456
2025
Q4 		$3.89K Buy
84
+2
+2% +$81 ﹤0.01% 626
2025
Q3 		$3.36K Buy
82
+3
+4% +$117 ﹤0.01% 671
2025
Q2 		$2.67K Buy
79
+59
+295% +$1.83K ﹤0.01% 700
2025
Q1 		$613 Buy
+20
New +$667 ﹤0.01% 697

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

Bare Financial Services's UBS Position: Q2 2026 in Review

Bare Financial Services increased its UBS Group (UBS) stake by 75% in Q2 2026, buying an estimated $7.01K and bringing the position to 359 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Bare Financial Services first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Bare Financial Services held 359 shares of UBS Group worth $17.8K as of Q2 2026.
  • Bare Financial Services bought 154 UBS Group shares in Q2 2026, an estimated $7.01K.
  • UBS Group made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #329 holding.
  • Bare Financial Services first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.