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EP Wealth Advisors’s UBS Group UBS Stock Holding History

EP Wealth 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
2026
Q2 		$475K Buy
9,578
+3,076
+47% +$140K ﹤0.01% 1048
2026
Q1 		$254K Sell
6,502
-5,992
-48% -$256K ﹤0.01% 1265
2025
Q4 		$579K Buy
+12,494
New +$505K ﹤0.01% 817
2025
Q2 		$258K Buy
+7,638
New +$236K ﹤0.01% 1103

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

EP Wealth Advisors's UBS Position: Q2 2026 in Review

EP Wealth Advisors increased its UBS Group (UBS) stake by 47% in Q2 2026, buying an estimated $140K and bringing the position to 9,578 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

EP Wealth Advisors first reported a position in UBS in Q2 2025 and has held it in 4 quarters since. The position peaked at $579K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • EP Wealth Advisors held 9,578 shares of UBS Group worth $475K as of Q2 2026.
  • EP Wealth Advisors bought 3,076 UBS Group shares in Q2 2026, an estimated $140K.
  • UBS Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1048 holding.
  • EP Wealth Advisors first reported a position in UBS Group in Q2 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's UBS Group position peaked at $579K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.