Convergence Financial’s UBS Group UBS Stock Holding History

Convergence Financial’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	$231K	Buy	+4,660	New	+$212K	0.02%	255

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

Convergence Financial's UBS Position: Q2 2026 in Review

Convergence Financial opened a new position in UBS Group (UBS) in Q2 2026: 4,660 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings.

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

Convergence Financial held 4,660 shares of UBS Group worth $231K as of Q2 2026.
UBS Group was a new Convergence Financial position in Q2 2026.
UBS Group made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #255 holding.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.