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Evoke Wealth’s UBS Group UBS Stock Holding History

Evoke Wealth’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 		– Sell
-7,806
Closed -$305K – 599
2026
Q1 		$305K Buy
7,806
+943
+14% +$40.4K 0.01% 539
2025
Q4 		$318K Buy
6,863
+1,968
+40% +$79.5K 0.01% 501
2025
Q3 		$201K Buy
+4,895
New +$190K ﹤0.01% 616
2022
Q1 		– Sell
-424
Closed -$8K – 1253
2021
Q4 		$8K Hold
424
– – ﹤0.01% 830
2021
Q3 		$6K Hold
424
– – ﹤0.01% 827
2021
Q2 		$7K Hold
424
– – ﹤0.01% 810
2021
Q1 		$7K Buy
+424
New +$6.52K ﹤0.01% 781
2020
Q3 		– Sell
-100
Closed -$1K – 1135
2020
Q2 		$1K Sell
100
-26
-21% -$268 ﹤0.01% 1039
2020
Q1 		$1.17K Sell
126
-1,184
-90% -$13.6K ﹤0.01% 903
2019
Q4 		$16.5K Sell
1,310
-10
-0.8% -$119 ﹤0.01% 636
2019
Q3 		$14.9K Buy
+1,320
New +$14.9K ﹤0.01% 733

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

Evoke Wealth's UBS Position: Q2 2026 in Review

Evoke Wealth sold out of UBS Group (UBS) in Q2 2026, closing a stake of 7,806 shares — an estimated $305K sold.

Evoke Wealth first reported a position in UBS in Q3 2019 and held it in 11 quarters. The position peaked at $318K in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Evoke Wealth reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 7,806 UBS Group shares in Q2 2026, an estimated $305K.
  • Evoke Wealth first reported a position in UBS Group in Q3 2019 and held it in 11 quarters.
  • Evoke Wealth's UBS Group position peaked at $318K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.