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Financial Management Professionals’s UBS Group UBS Stock Holding History

Financial Management Professionals’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 		$10.6K Sell
214
-114
-35% -$5.19K ﹤0.01% 574
2026
Q1 		$12.8K Sell
328
-46
-12% -$1.97K ﹤0.01% 496
2025
Q4 		$17.3K Hold
374
– – ﹤0.01% 435
2025
Q3 		$15.3K Buy
374
+9
+2% +$350 ﹤0.01% 460
2025
Q2 		$12.3K Sell
365
-254
-41% -$7.86K ﹤0.01% 504
2025
Q1 		$19K Hold
619
– – ﹤0.01% 433
2024
Q4 		$18.8K Buy
619
+138
+29% +$4.37K ﹤0.01% 416
2024
Q3 		$15K Sell
481
-8
-2% -$240 ﹤0.01% 469
2024
Q2 		$14K Sell
489
-35
-7% -$1.04K ﹤0.01% 445
2024
Q1 		$16K Buy
524
+6
+1% +$177 ﹤0.01% 468
2023
Q4 		$16K Hold
518
– – ﹤0.01% 455
2023
Q3 		$13K Hold
518
– – ﹤0.01% 454
2023
Q2 		$10K Hold
518
– – ﹤0.01% 544
2023
Q1 		$11K Buy
518
+385
+289% +$8.03K ﹤0.01% 548
2022
Q4 		$2K Sell
133
-11
-8% -$187 ﹤0.01% 772
2022
Q3 		$2K Hold
144
– – ﹤0.01% 779
2022
Q2 		$2K Sell
144
-683
-83% -$12K ﹤0.01% 784
2022
Q1 		$16K Buy
827
+678
+455% +$12.8K ﹤0.01% 413
2021
Q4 		$3K Sell
149
-357
-71% -$6.29K ﹤0.01% 692
2021
Q3 		$8K Buy
506
+357
+240% +$5.78K ﹤0.01% 526
2021
Q2 		$2K Buy
+149
New +$2.35K ﹤0.01% 709
2015
Q2 		– Sell
-800
Closed -$15K – 288
2015
Q1 		$15K Buy
+800
New +$13.9K 0.01% 151

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 Management Professionals's UBS Position: Q2 2026 in Review

Financial Management Professionals reduced its UBS Group (UBS) stake by 35% in Q2 2026, selling an estimated $5.19K and leaving 214 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Financial Management Professionals first reported a position in UBS in Q1 2015 and has held it in 22 quarters since. The position peaked at $19K in Q1 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Financial Management Professionals held 214 shares of UBS Group worth $10.6K as of Q2 2026.
  • Financial Management Professionals sold 114 UBS Group shares in Q2 2026, an estimated $5.19K.
  • UBS Group made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #574 holding.
  • Financial Management Professionals first reported a position in UBS Group in Q1 2015 and has held it in 22 quarters since.
  • Financial Management Professionals's UBS Group position peaked at $19K in Q1 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.