Edge Financial Advisors’s UBS Group UBS Stock Holding History

Edge Financial Advisors’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
2025 Q4	$404K	Buy	+4,366	New	+$176K	0.17%	101

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edge Financial Advisors's UBS Position: Q4 2025 in Review

Edge Financial Advisors opened a new position in UBS Group (UBS) in Q4 2025: 4,366 shares worth $404K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings.

690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Edge Financial Advisors held 4,366 shares of UBS Group worth $404K as of Q4 2025.
UBS Group was a new Edge Financial Advisors position in Q4 2025.
UBS Group made up 0.17% of Edge Financial Advisors's portfolio in Q4 2025, its #101 holding.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.