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 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

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

Flagship Wealth Advisors's UBS Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in UBS Group (UBS) in Q2 2026: 700 shares worth $34.7K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in UBS as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Flagship Wealth Advisors held 700 shares of UBS Group worth $34.7K as of Q2 2026.
UBS Group was a new Flagship Wealth Advisors position in Q2 2026.
UBS Group made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #314 holding.
Flagship Wealth Advisors first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.