Basecamp Wealth Advisors’s UBS Group UBS Stock Holding History

Basecamp Wealth Advisors’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	$809K	Sell	16,333 -19	-0.1%	-$865	0.15%	76
2026 Q1	$639K	Sell	16,352 -1	-0%	-$43	0.13%	93
2025 Q4	$757K	Buy	+16,353	New	+$661K	0.16%	69

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

Basecamp Wealth Advisors's UBS Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its UBS Group (UBS) stake by 0.12% in Q2 2026, selling an estimated $865 and leaving 16,333 shares worth $809K. The position accounts for 0.15% of the portfolio, ranked #76.

Basecamp Wealth Advisors first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Basecamp Wealth Advisors held 16,333 shares of UBS Group worth $809K as of Q2 2026.
Basecamp Wealth Advisors sold 19 UBS Group shares in Q2 2026, an estimated $865.
UBS Group made up 0.15% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Basecamp Wealth Advisors first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
757 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.