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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Empower Advisory Group's UBS Position: Q1 2026 in Review

Empower Advisory Group increased its UBS Group (UBS) stake by 7.3% in Q1 2026, buying an estimated $26.4K and bringing the position to 9,122 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Empower Advisory Group first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $394K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Empower Advisory Group held 9,122 shares of UBS Group worth $356K as of Q1 2026.
Empower Advisory Group bought 618 UBS Group shares in Q1 2026, an estimated $26.4K.
UBS Group made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #379 holding.
Empower Advisory Group first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Empower Advisory Group's UBS Group position peaked at $394K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.