Five Oceans Advisors’s UBS Group UBS Stock Holding History

Five Oceans 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	$434K	Hold	8,767	–	–	0.14%	93
2026 Q1	$343K	Hold	8,767	–	–	0.12%	101
2025 Q4	$406K	Hold	8,767	–	–	0.14%	86
2025 Q3	$359K	Hold	8,767	–	–	0.13%	91
2025 Q2	$297K	Sell	8,767 -526	-6%	-$16.3K	0.13%	116
2025 Q1	$285K	Hold	9,293	–	–	0.14%	105
2024 Q4	$282K	Buy	9,293 +468	+5%	+$14.8K	0.13%	106
2024 Q3	$273K	Buy	8,825 +102	+1%	+$3.06K	0.13%	135
2024 Q2	$258K	Sell	8,723 -48	-0.5%	-$1.43K	0.14%	126
2024 Q1	$269K	Hold	8,771	–	–	0.14%	136
2023 Q4	$271K	Hold	8,771	–	–	0.15%	119
2023 Q3	$216K	Buy	+8,771	New	+$205K	0.14%	128

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

Five Oceans Advisors's UBS Position: Q2 2026 in Review

Five Oceans Advisors held its UBS Group (UBS) position steady in Q2 2026 at 8,767 shares worth $434K. The position accounts for 0.14% of the portfolio, ranked #93.

Five Oceans Advisors first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Five Oceans Advisors held 8,767 shares of UBS Group worth $434K as of Q2 2026.
Five Oceans Advisors left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.14% of Five Oceans Advisors's portfolio in Q2 2026, its #93 holding.
Five Oceans Advisors first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.