Financial Network Wealth Advisors’s UBS Group UBS Stock Holding History

Financial Network Wealth 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	$1.88K	Buy	38 +3	+9%	+$137	﹤0.01%	719
2026 Q1	$1.37K	Buy	+35	New	+$1.5K	﹤0.01%	716

Other funds holding UBS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

Financial Network Wealth Advisors's UBS Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its UBS Group (UBS) stake by 8.6% in Q2 2026, buying an estimated $137 and bringing the position to 38 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Financial Network Wealth Advisors first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Financial Network Wealth Advisors held 38 shares of UBS Group worth $1.88K as of Q2 2026.
Financial Network Wealth Advisors bought 3 UBS Group shares in Q2 2026, an estimated $137.
UBS Group made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #719 holding.
Financial Network Wealth Advisors first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.