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Continuum Advisory’s UBS Group UBS Stock Holding History

Continuum Advisory’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 		$91.6K Buy
+1,849
New +$84.2K 0.01% 655
2025
Q2 		– Sell
-1,826
Closed -$55.9K – 1488
2025
Q1 		$55.9K Sell
1,826
-183
-9% -$6.1K 0.01% 644
2024
Q4 		$60.9K Buy
2,009
+477
+31% +$15.1K 0.01% 622
2024
Q3 		$48.5K Buy
1,532
+450
+42% +$13.5K 0.01% 667
2024
Q2 		$32K Sell
1,082
-109
-9% -$3.24K ﹤0.01% 704
2024
Q1 		$34.5K Buy
+1,191
New +$35.2K 0.01% 672

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

Continuum Advisory's UBS Position: Q2 2026 in Review

Continuum Advisory opened a new position in UBS Group (UBS) in Q2 2026: 1,849 shares worth $91.6K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in UBS as recently as Q1 2025.

Continuum Advisory first reported a position in UBS in Q1 2024 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Continuum Advisory held 1,849 shares of UBS Group worth $91.6K as of Q2 2026.
  • UBS Group was a new Continuum Advisory position in Q2 2026.
  • UBS Group made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #655 holding.
  • Continuum Advisory first reported a position in UBS Group in Q1 2024 and has held it in 6 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.