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Financial Gravity Companies’s UBS Group UBS Stock Holding History

Financial Gravity Companies’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 		$16.9K Buy
+340
New +$15.5K ﹤0.01% 490
2018
Q4 		$0 Buy
+18
New +$244 ﹤0.01% 1522
2018
Q1 		$0 Sell
22
-162
-88% -$3.08K ﹤0.01% 1654
2017
Q4 		$4K Buy
+184
New +$3.2K ﹤0.01% 792

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 Gravity Companies's UBS Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in UBS Group (UBS) in Q2 2026: 340 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UBS as recently as Q4 2018.

Financial Gravity Companies first reported a position in UBS in Q4 2017 and has held it in 4 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Financial Gravity Companies held 340 shares of UBS Group worth $16.9K as of Q2 2026.
  • UBS Group was a new Financial Gravity Companies position in Q2 2026.
  • UBS Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #490 holding.
  • Financial Gravity Companies first reported a position in UBS Group in Q4 2017 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 Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.