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Buck Wealth Strategies’s UBS Group UBS Stock Holding History

Buck Wealth Strategies’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 		$793 Buy
+16
New +$729 ﹤0.01% 959

Other funds holding UBS

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Buck Wealth Strategies's UBS Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in UBS Group (UBS) in Q2 2026: 16 shares worth $793. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings.

449 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Buck Wealth Strategies held 16 shares of UBS Group worth $793 as of Q2 2026.
  • UBS Group was a new Buck Wealth Strategies position in Q2 2026.
  • UBS Group made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #959 holding.
  • 449 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.