Destiny Wealth Partners’s UBS Group UBS Stock Holding History

Destiny Wealth Partners’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	–	Sell	-315	Closed	-$12.3K	–	1035
2026 Q1	$12.3K	Buy	+315	New	+$13.5K	﹤0.01%	888

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

Destiny Wealth Partners's UBS Position: Q2 2026 in Review

Destiny Wealth Partners sold out of UBS Group (UBS) in Q2 2026, closing a stake of 315 shares — an estimated $12.3K sold.

Destiny Wealth Partners first reported a position in UBS in Q1 2026 and held it in 1 quarter. The position peaked at $12.3K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Destiny Wealth Partners reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 315 UBS Group shares in Q2 2026, an estimated $12.3K.
Destiny Wealth Partners first reported a position in UBS Group in Q1 2026 and held it in 1 quarter.
Destiny Wealth Partners's UBS Group position peaked at $12.3K in Q1 2026.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.