Fortitude Family Office’s UBS Group UBS Stock Holding History

Fortitude Family Office’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	$3.67K	Hold	74	–	–	﹤0.01%	1221
2026 Q1	$2.89K	Hold	74	–	–	﹤0.01%	1137
2025 Q4	$3.43K	Hold	74	–	–	﹤0.01%	959
2025 Q3	$3.03K	Hold	74	–	–	﹤0.01%	1026
2025 Q2	$2.5K	Hold	74	–	–	﹤0.01%	1085
2025 Q1	$2.27K	Hold	74	–	–	﹤0.01%	905
2024 Q4	$2.24K	Hold	74	–	–	﹤0.01%	1011
2024 Q3	$2.29K	Hold	74	–	–	﹤0.01%	980
2024 Q2	$2.19K	Hold	74	–	–	﹤0.01%	787
2024 Q1	$2.27K	Hold	74	–	–	﹤0.01%	798
2023 Q4	$2.29K	Buy	+74	New	+$1.95K	﹤0.01%	846

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

Fortitude Family Office's UBS Position: Q2 2026 in Review

Fortitude Family Office held its UBS Group (UBS) position steady in Q2 2026 at 74 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Fortitude Family Office first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Fortitude Family Office held 74 shares of UBS Group worth $3.67K as of Q2 2026.
Fortitude Family Office left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1221 holding.
Fortitude Family Office first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.