Frazier Financial Advisors’s UBS Group UBS Stock Holding History

Frazier Financial 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	$9.07K	Sell	183 -9	-5%	-$410	﹤0.01%	415
2026 Q1	$7.5K	Buy	192 +9	+5%	+$385	﹤0.01%	454
2025 Q4	$8.47K	Hold	183	–	–	0.01%	383
2025 Q3	$7.5K	Hold	183	–	–	﹤0.01%	396
2025 Q2	$6.19K	Hold	183	–	–	﹤0.01%	427
2025 Q1	$5.61K	Hold	183	–	–	﹤0.01%	420
2024 Q4	$5.6K	Sell	183 -182	-50%	-$5.77K	﹤0.01%	430
2024 Q3	$11.3K	Sell	365 -451	-55%	-$13.6K	0.01%	343
2024 Q2	$24.1K	Buy	816 +320	+65%	+$9.51K	0.02%	255
2024 Q1	$15.2K	Buy	496 +34	+7%	+$1K	0.01%	318
2023 Q4	$14.3K	Buy	+462	New	+$12.2K	0.01%	285

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

Frazier Financial Advisors's UBS Position: Q2 2026 in Review

Frazier Financial Advisors reduced its UBS Group (UBS) stake by 4.7% in Q2 2026, selling an estimated $410 and leaving 183 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Frazier Financial Advisors first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.1K in Q2 2024. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Frazier Financial Advisors held 183 shares of UBS Group worth $9.07K as of Q2 2026.
Frazier Financial Advisors sold 9 UBS Group shares in Q2 2026, an estimated $410.
UBS Group made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #415 holding.
Frazier Financial Advisors first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's UBS Group position peaked at $24.1K in Q2 2024.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.