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Drive Wealth Management’s UBS Group UBS Stock Holding History

Drive 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 		$587K Buy
11,849
+296
+3% +$13.5K 0.1% 154
2026
Q1 		$451K Sell
11,553
-1,047
-8% -$44.8K 0.1% 176
2025
Q4 		$583K Buy
12,600
+1,500
+14% +$60.6K 0.11% 146
2025
Q3 		$455K Buy
11,100
+449
+4% +$17.4K 0.1% 181
2025
Q2 		$360K Sell
10,651
-114
-1% -$3.53K 0.08% 209
2025
Q1 		$330K Sell
10,765
-271
-2% -$9.04K 0.08% 204
2024
Q4 		$335K Sell
11,036
-128
-1% -$4.06K 0.08% 193
2024
Q3 		$345K Buy
11,164
+64
+0.6% +$1.92K 0.09% 188
2024
Q2 		$328K Buy
11,100
+349
+3% +$10.4K 0.09% 181
2024
Q1 		$330K Buy
10,751
+449
+4% +$13.3K 0.09% 188
2023
Q4 		$318K Buy
10,302
+429
+4% +$11.3K 0.1% 188
2023
Q3 		$243K Buy
+9,873
New +$231K 0.09% 207

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

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

Drive Wealth Management increased its UBS Group (UBS) stake by 2.6% in Q2 2026, buying an estimated $13.5K and bringing the position to 11,849 shares worth $587K. The position accounts for 0.1% of the portfolio, ranked #154.

Drive Wealth Management first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Drive Wealth Management held 11,849 shares of UBS Group worth $587K as of Q2 2026.
  • Drive Wealth Management bought 296 UBS Group shares in Q2 2026, an estimated $13.5K.
  • UBS Group made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Drive Wealth Management first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.