Diversify Wealth Management’s UBS Group UBS Stock Holding History

Diversify 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	$607K	Buy	11,559 +2,482	+27%	+$113K	0.01%	807
2026 Q1	$388K	Buy	+9,077	New	+$388K	0.01%	881
2025 Q2	–	Sell	-41,885	Closed	-$1.28M	–	553
2025 Q1	$1.28M	Buy	41,885 +4,831	+13%	+$161K	0.09%	211
2024 Q4	$1.2M	Buy	37,054 +5,994	+19%	+$190K	0.09%	194
2024 Q3	$992K	Buy	31,060 +1,678	+6%	+$50.4K	0.1%	196
2024 Q2	$822K	Buy	+29,382	New	+$873K	0.1%	187

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

Diversify Wealth Management's UBS Position: Q2 2026 in Review

Diversify Wealth Management increased its UBS Group (UBS) stake by 27% in Q2 2026, buying an estimated $113K and bringing the position to 11,559 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #807.

Diversify Wealth Management first reported a position in UBS in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q1 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Diversify Wealth Management held 11,559 shares of UBS Group worth $607K as of Q2 2026.
Diversify Wealth Management bought 2,482 UBS Group shares in Q2 2026, an estimated $113K.
UBS Group made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #807 holding.
Diversify Wealth Management first reported a position in UBS Group in Q2 2024 and has held it in 6 quarters since.
Diversify Wealth Management's UBS Group position peaked at $1.28M in Q1 2025.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.