BFC Planning, Inc.’s UBS Group UBS Stock Holding History

BFC Planning, Inc.’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	$187K	Buy	3,770 +3,588	+1,971%	+$163K	0.01%	957
2026 Q1	$7.11K	Sell	182 -7	-4%	-$300	﹤0.01%	2170
2025 Q4	$8.75K	Sell	189 -189	-50%	-$7.64K	﹤0.01%	2124
2025 Q3	$15.5K	Sell	378 -28	-7%	-$1.09K	﹤0.01%	1702
2025 Q2	$13.7K	Sell	406 -5,019	-93%	-$155K	﹤0.01%	1661
2025 Q1	$166K	Buy	5,425 +427	+9%	+$14.2K	0.01%	682
2024 Q4	$152K	Buy	+4,998	New	+$158K	0.01%	714

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 $348B AUM 26.9% 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

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

BFC Planning, Inc.'s UBS Position: Q2 2026 in Review

BFC Planning, Inc. increased its UBS Group (UBS) stake by 1,971% in Q2 2026, buying an estimated $163K and bringing the position to 3,770 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #957.

BFC Planning, Inc. first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 771 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

BFC Planning, Inc. held 3,770 shares of UBS Group worth $187K as of Q2 2026.
BFC Planning, Inc. bought 3,588 UBS Group shares in Q2 2026, an estimated $163K.
UBS Group made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #957 holding.
BFC Planning, Inc. first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
771 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.