FC
UBS icon

Financial Consulate’s UBS Group UBS Stock Holding History

Financial Consulate’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 		$39.7K Buy
801
+547
+215% +$24.9K ﹤0.01% 385
2026
Q1 		$9.92K Sell
254
-64
-20% -$2.74K ﹤0.01% 644
2025
Q4 		$14.7K Buy
318
+64
+25% +$2.59K ﹤0.01% 535
2025
Q3 		$10.4K Buy
+254
New +$9.86K ﹤0.01% 550

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

Financial Consulate's UBS Position: Q2 2026 in Review

Financial Consulate increased its UBS Group (UBS) stake by 215% in Q2 2026, buying an estimated $24.9K and bringing the position to 801 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Financial Consulate first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Financial Consulate held 801 shares of UBS Group worth $39.7K as of Q2 2026.
  • Financial Consulate bought 547 UBS Group shares in Q2 2026, an estimated $24.9K.
  • UBS Group made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #385 holding.
  • Financial Consulate first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.