Financial Gravity Asset Management’s UBS Group UBS Stock Holding History

Financial Gravity Asset Management’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	$13.3K	Buy	340 +339	+33,900%	+$14.5K	﹤0.01%	519
2025 Q4	$46	Buy	+1	New	+$40	﹤0.01%	702
2024 Q2	–	Sell	-1	Closed	-$30	–	1768
2024 Q1	$30	Hold	1	–	–	﹤0.01%	1088
2023 Q4	$16	Buy	+1	New	+$26	﹤0.01%	1242
2019 Q4	–	Sell	-62	Closed	-$1K	–	1699
2019 Q3	$1K	Buy	62 +36	+138%	+$405	﹤0.01%	1117
2019 Q2	$0	Sell	26 -43	-62%	-$527	﹤0.01%	1670
2019 Q1	$1K	Buy	+69	New	+$874	﹤0.01%	1205
2018 Q3	$0	Sell	18 -1	-5%	-$16	﹤0.01%	1624
2018 Q2	$0	Sell	19 -3	-14%	-$49	﹤0.01%	1611
2018 Q1	$0	Buy	+22	New	+$418	﹤0.01%	1506

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Financial Gravity Asset Management's UBS Position: Q1 2026 in Review

Financial Gravity Asset Management increased its UBS Group (UBS) stake by 33,900% in Q1 2026, buying an estimated $14.5K and bringing the position to 340 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Financial Gravity Asset Management first reported a position in UBS in Q1 2018 and has held it in 10 quarters since. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Financial Gravity Asset Management held 340 shares of UBS Group worth $13.3K as of Q1 2026.
Financial Gravity Asset Management bought 339 UBS Group shares in Q1 2026, an estimated $14.5K.
UBS Group made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #519 holding.
Financial Gravity Asset Management first reported a position in UBS Group in Q1 2018 and has held it in 10 quarters since.
685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.