Financial Engines Advisors
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Financial Engines Advisors’s UBS Group UBS Stock Holding History

Financial Engines 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
Q1 		– Sell
-4,486
Closed -$208K – 561
2025
Q4 		$208K Buy
+4,486
New +$181K ﹤0.01% 525

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Financial Engines Advisors's UBS Position: Q1 2026 in Review

Financial Engines Advisors sold out of UBS Group (UBS) in Q1 2026, closing a stake of 4,486 shares — an estimated $208K sold.

Financial Engines Advisors first reported a position in UBS in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Financial Engines Advisors reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Financial Engines Advisors sold 4,486 UBS Group shares in Q1 2026, an estimated $208K.
  • Financial Engines Advisors first reported a position in UBS Group in Q4 2025 and held it in 1 quarter.
  • Financial Engines Advisors's UBS Group position peaked at $208K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.