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FLC Capital Advisors’s UBS Group UBS Stock Holding History

FLC Capital 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 		– Sell
-5,468
Closed -$214K – 251
2026
Q1 		$214K Hold
5,468
– – 0.04% 210
2025
Q4 		$253K Sell
5,468
-225
-4% -$9.09K 0.05% 179
2025
Q3 		$233K Buy
+5,693
New +$221K 0.05% 182

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FLC Capital Advisors's UBS Position: Q2 2026 in Review

FLC Capital Advisors sold out of UBS Group (UBS) in Q2 2026, closing a stake of 5,468 shares — an estimated $214K sold.

FLC Capital Advisors first reported a position in UBS in Q3 2025 and held it in 3 quarters. The position peaked at $253K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • FLC Capital Advisors reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • FLC Capital Advisors sold 5,468 UBS Group shares in Q2 2026, an estimated $214K.
  • FLC Capital Advisors first reported a position in UBS Group in Q3 2025 and held it in 3 quarters.
  • FLC Capital Advisors's UBS Group position peaked at $253K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.