Bullock Wealth Management’s UBS Group UBS Stock Holding History

Bullock Wealth Management’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	$19K	Hold	383	–	–	0.01%	363
2026 Q1	$15.2K	Hold	383	–	–	0.01%	383
2025 Q4	$17.7K	Hold	383	–	–	0.01%	348
2025 Q3	$15.5K	Hold	383	–	–	0.01%	370
2025 Q2	$12.9K	Hold	383	–	–	0.01%	364
2025 Q1	$11.6K	Hold	383	–	–	0.01%	360
2024 Q4	$11.6K	Hold	383	–	–	0.01%	374
2024 Q3	$11.8K	Buy	+383	New	+$11.5K	0.01%	356

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

Bullock Wealth Management's UBS Position: Q2 2026 in Review

Bullock Wealth Management held its UBS Group (UBS) position steady in Q2 2026 at 383 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #363.

Bullock Wealth Management first reported a position in UBS in Q3 2024 and has held it in 8 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Bullock Wealth Management held 383 shares of UBS Group worth $19K as of Q2 2026.
Bullock Wealth Management left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #363 holding.
Bullock Wealth Management first reported a position in UBS Group in Q3 2024 and has held it in 8 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.