Flagship Wealth Advisors
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Flagship Wealth Advisors’s UBS Group UBS Stock Holding History

Flagship 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
Q3 		$33.7K Hold
700
– – 0.01% 301
2026
Q2 		$34.7K Buy
+700
New +$31.9K 0.01% 314
2026
Q1 		– Sell
-700
Closed -$32.4K – 402
2025
Q4 		$32.4K Hold
700
– – 0.01% 258
2025
Q3 		$28.7K Buy
+700
New +$27.2K 0.01% 267

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Flagship Wealth Advisors's UBS Position: Q3 2026 in Review

Flagship Wealth Advisors held its UBS Group (UBS) position steady in Q3 2026 at 700 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #301.

Flagship Wealth Advisors first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.7K in Q2 2026. 303 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Flagship Wealth Advisors held 700 shares of UBS Group worth $33.7K as of Q3 2026.
  • Flagship Wealth Advisors left its UBS Group share count unchanged in Q3 2026.
  • UBS Group made up 0.01% of Flagship Wealth Advisors's portfolio in Q3 2026, its #301 holding.
  • Flagship Wealth Advisors first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • Flagship Wealth Advisors's UBS Group position peaked at $34.7K in Q2 2026.
  • 303 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.