Coppell Advisory Solutions’s UBS Group UBS Stock Holding History

Coppell Advisory Solutions’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	$308K	Buy	+509	New	+$23.2K	0.03%	366
2025 Q1	–	Sell	-487	Closed	-$14.9K	–	1767
2024 Q4	$14.9K	Buy	487 +216	+80%	+$6.85K	﹤0.01%	973
2024 Q3	$8.41K	Hold	271	–	–	﹤0.01%	1132
2024 Q2	$8.01K	Buy	+271	New	+$8.06K	﹤0.01%	1085
2023 Q4	$8.37K	Buy	+271	New	+$7.13K	﹤0.01%	975
2023 Q3	–	Sell	-271	Closed	-$5.42K	–	1549
2023 Q2	$5.42K	Buy	+271	New	+$5.45K	﹤0.01%	836

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

Coppell Advisory Solutions's UBS Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in UBS Group (UBS) in Q2 2026: 509 shares worth $308K. The stake represents 0.03% of the portfolio and ranks #366 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in UBS as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in UBS in Q2 2023 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Coppell Advisory Solutions held 509 shares of UBS Group worth $308K as of Q2 2026.
UBS Group was a new Coppell Advisory Solutions position in Q2 2026.
UBS Group made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #366 holding.
Coppell Advisory Solutions first reported a position in UBS Group in Q2 2023 and has held it in 6 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.