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Fiduciary Financial Group’s UBS Group UBS Stock Holding History

Fiduciary Financial 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 		$211K Buy
+4,252
New +$194K 0.02% 360

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Fiduciary Financial Group's UBS Position: Q2 2026 in Review

Fiduciary Financial Group opened a new position in UBS Group (UBS) in Q2 2026: 4,252 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings.

279 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Fiduciary Financial Group held 4,252 shares of UBS Group worth $211K as of Q2 2026.
  • UBS Group was a new Fiduciary Financial Group position in Q2 2026.
  • UBS Group made up 0.02% of Fiduciary Financial Group's portfolio in Q2 2026, its #360 holding.
  • 279 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.