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 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 $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Frazier Financial Advisors's UBS Position: Q1 2026 in Review

Frazier Financial Advisors increased its UBS Group (UBS) stake by 4.9% in Q1 2026, buying an estimated $385 and bringing the position to 192 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Frazier Financial Advisors first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.1K in Q2 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Frazier Financial Advisors held 192 shares of UBS Group worth $7.5K as of Q1 2026.
Frazier Financial Advisors bought 9 UBS Group shares in Q1 2026, an estimated $385.
UBS Group made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #454 holding.
Frazier Financial Advisors first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's UBS Group position peaked at $24.1K in Q2 2024.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.