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Cassaday & Co Wealth Management’s UBS Group UBS Stock Holding History

Cassaday & Co 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 		$1.49K Sell
30
-87
-74% -$3.96K ﹤0.01% 1046
2026
Q1 		$4.57K Buy
+117
New +$5.01K ﹤0.01% 986

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

Cassaday & Co Wealth Management's UBS Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its UBS Group (UBS) stake by 74% in Q2 2026, selling an estimated $3.96K and leaving 30 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Cassaday & Co Wealth Management first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.57K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Cassaday & Co Wealth Management held 30 shares of UBS Group worth $1.49K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 87 UBS Group shares in Q2 2026, an estimated $3.96K.
  • UBS Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1046 holding.
  • Cassaday & Co Wealth Management first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's UBS Group position peaked at $4.57K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.