Empower Advisory Group
UBS icon

Empower Advisory Group’s UBS Group UBS Stock Holding History

Empower Advisory Group’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 		$434K Sell
8,764
-358
-4% -$16.3K ﹤0.01% 366
2026
Q1 		$356K Buy
9,122
+618
+7% +$26.4K ﹤0.01% 379
2025
Q4 		$394K Sell
8,504
-117
-1% -$4.73K ﹤0.01% 367
2025
Q3 		$353K Buy
8,621
+602
+8% +$23.4K ﹤0.01% 397
2025
Q2 		$271K Buy
8,019
+710
+10% +$22K ﹤0.01% 427
2025
Q1 		$224K Buy
7,309
+456
+7% +$15.2K ﹤0.01% 461
2024
Q4 		$208K Sell
6,853
-300
-4% -$9.51K ﹤0.01% 481
2024
Q3 		$221K Buy
7,153
+303
+4% +$9.11K ﹤0.01% 466
2024
Q2 		$202K Hold
6,850
– – ﹤0.01% 480
2024
Q1 		$210K Buy
6,850
+115
+2% +$3.4K ﹤0.01% 480
2023
Q4 		$208K Buy
+6,735
New +$177K ﹤0.01% 455

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

Empower Advisory Group's UBS Position: Q2 2026 in Review

Empower Advisory Group reduced its UBS Group (UBS) stake by 3.9% in Q2 2026, selling an estimated $16.3K and leaving 8,764 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Empower Advisory Group first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Empower Advisory Group held 8,764 shares of UBS Group worth $434K as of Q2 2026.
  • Empower Advisory Group sold 358 UBS Group shares in Q2 2026, an estimated $16.3K.
  • UBS Group made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #366 holding.
  • Empower Advisory Group first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.