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
Q2 		$254K Buy
+5,132
New +$234K ﹤0.01% 515
2026
Q1 		– Sell
-4,486
Closed -$208K – 561
2025
Q4 		$208K Buy
+4,486
New +$181K ﹤0.01% 525

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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 Engines Advisors's UBS Position: Q2 2026 in Review

Financial Engines Advisors opened a new position in UBS Group (UBS) in Q2 2026: 5,132 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Financial Engines Advisors previously reported a position in UBS as recently as Q4 2025.

Financial Engines Advisors first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Financial Engines Advisors held 5,132 shares of UBS Group worth $254K as of Q2 2026.
  • UBS Group was a new Financial Engines Advisors position in Q2 2026.
  • UBS Group made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #515 holding.
  • Financial Engines Advisors first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.