Financial Perspectives’s UBS Group UBS Stock Holding History

Financial Perspectives’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	$243K	Hold	4,894	–	–	0.06%	154
2026 Q1	$191K	Hold	4,894	–	–	0.05%	168
2025 Q4	$227K	Hold	4,894	–	–	0.06%	150
2025 Q3	$201K	Hold	4,894	–	–	0.06%	159
2025 Q2	$166K	Hold	4,894	–	–	0.05%	167
2025 Q1	$150K	Hold	4,894	–	–	0.05%	166
2024 Q4	$148K	Hold	4,894	–	–	0.05%	170
2024 Q3	$151K	Hold	4,894	–	–	0.05%	165
2024 Q2	$145K	Hold	4,894	–	–	0.05%	166
2024 Q1	$150K	Buy	4,894 +800	+20%	+$23.6K	0.06%	164
2023 Q4	$127K	Hold	4,094	–	–	0.05%	175
2023 Q3	$101K	Hold	4,094	–	–	0.05%	183
2023 Q2	$83K	Hold	4,094	–	–	0.04%	213
2023 Q1	$87.4K	Hold	4,094	–	–	0.04%	200
2022 Q4	$76.4K	Hold	4,094	–	–	0.04%	204
2022 Q3	$59.4K	Hold	4,094	–	–	0.03%	221
2022 Q2	$66.4K	Hold	4,094	–	–	0.04%	210
2022 Q1	$80K	Hold	4,094	–	–	0.04%	209
2021 Q4	$73.2K	Buy	+4,094	New	+$72.1K	0.03%	203
2021 Q3	–	Sell	-12,500	Closed	-$192K	–	666
2021 Q2	$192K	Hold	12,500	–	–	0.09%	129
2021 Q1	$194K	Hold	12,500	–	–	0.1%	124
2020 Q4	$177K	Hold	12,500	–	–	0.1%	125
2020 Q3	$139K	Hold	12,500	–	–	0.09%	127
2020 Q2	$144K	Hold	12,500	–	–	0.1%	110
2020 Q1	$116K	Hold	12,500	–	–	0.09%	103
2019 Q4	$157K	Buy	+12,500	New	+$149K	0.11%	95

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 Perspectives's UBS Position: Q2 2026 in Review

Financial Perspectives held its UBS Group (UBS) position steady in Q2 2026 at 4,894 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #154.

Financial Perspectives first reported a position in UBS in Q4 2019 and has held it in 26 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Financial Perspectives held 4,894 shares of UBS Group worth $243K as of Q2 2026.
Financial Perspectives left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.06% of Financial Perspectives's portfolio in Q2 2026, its #154 holding.
Financial Perspectives first reported a position in UBS Group in Q4 2019 and has held it in 26 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.