First Command Advisory Services’s UBS Group UBS Stock Holding History

First Command Advisory Services’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	$79.9K	Buy	1,613 +1,515	+1,546%	+$69K	﹤0.01%	349
2026 Q1	$3.8K	Buy	98 +62	+172%	+$2.65K	﹤0.01%	803
2025 Q4	$1.68K	Hold	36	–	–	﹤0.01%	673
2025 Q3	$1.47K	Hold	36	–	–	﹤0.01%	561
2025 Q2	$1.22K	Hold	36	–	–	﹤0.01%	535
2025 Q1	$1.09K	Buy	+36	New	+$1.2K	﹤0.01%	545

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

First Command Advisory Services's UBS Position: Q2 2026 in Review

First Command Advisory Services increased its UBS Group (UBS) stake by 1,546% in Q2 2026, buying an estimated $69K and bringing the position to 1,613 shares worth $79.9K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

First Command Advisory Services first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

First Command Advisory Services held 1,613 shares of UBS Group worth $79.9K as of Q2 2026.
First Command Advisory Services bought 1,515 UBS Group shares in Q2 2026, an estimated $69K.
UBS Group made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #349 holding.
First Command Advisory Services first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.