Focus Partners Wealth
UBS icon

Focus Partners Wealth’s UBS Group UBS Stock Holding History

Focus Partners Wealth’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 		$2.89M Buy
58,315
+3,266
+6% +$149K ﹤0.01% 1187
2026
Q1 		$2.18M Buy
55,049
+3,762
+7% +$161K ﹤0.01% 1285
2025
Q4 		$2.38M Buy
51,287
+27,428
+115% +$1.11M ﹤0.01% 1254
2025
Q3 		$978K Buy
23,859
+102
+0.4% +$3.96K ﹤0.01% 1296
2025
Q2 		$803K Buy
23,757
+9,646
+68% +$298K ﹤0.01% 1233
2025
Q1 		$432K Buy
14,111
+1,141
+9% +$38.1K ﹤0.01% 1407
2024
Q4 		$393K Buy
12,970
+3,100
+31% +$98.3K ﹤0.01% 1428
2024
Q3 		$305K Sell
9,870
-2,494
-20% -$75K ﹤0.01% 1318
2024
Q2 		$365K Buy
12,364
+52
+0.4% +$1.55K ﹤0.01% 1019
2024
Q1 		$378K Sell
12,312
-1,851
-13% -$54.7K ﹤0.01% 782
2023
Q4 		$438K Buy
+14,163
New +$372K 0.01% 600

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

Focus Partners Wealth's UBS Position: Q2 2026 in Review

Focus Partners Wealth increased its UBS Group (UBS) stake by 5.9% in Q2 2026, buying an estimated $149K and bringing the position to 58,315 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Focus Partners Wealth first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Focus Partners Wealth held 58,315 shares of UBS Group worth $2.89M as of Q2 2026.
  • Focus Partners Wealth bought 3,266 UBS Group shares in Q2 2026, an estimated $149K.
  • UBS Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1187 holding.
  • Focus Partners Wealth first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.