GeoWealth Management’s UBS Group UBS Stock Holding History

GeoWealth Management’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	$1.25M	Sell	25,132 -742	-3%	-$33.8K	0.04%	272
2026 Q1	$1.01M	Buy	25,874 +14,605	+130%	+$625K	0.04%	282
2025 Q4	$522K	Buy	11,269 +2,561	+29%	+$103K	0.02%	425
2025 Q3	$357K	Buy	8,708 +3,370	+63%	+$131K	0.01%	532
2025 Q2	$181K	Sell	5,338 -2,768	-34%	-$85.7K	0.01%	692
2025 Q1	$248K	Sell	8,106 -518	-6%	-$17.3K	0.01%	598
2024 Q4	$261K	Buy	8,624 +3,683	+75%	+$117K	0.01%	666
2024 Q3	$153K	Sell	4,941 -1,160	-19%	-$34.9K	0.01%	788
2024 Q2	$180K	Sell	6,101 -177	-3%	-$5.26K	0.01%	709
2024 Q1	$193K	Sell	6,278 -1,115	-15%	-$32.9K	0.01%	694
2023 Q4	$229K	Buy	+7,393	New	+$194K	0.02%	475

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

GeoWealth Management's UBS Position: Q2 2026 in Review

GeoWealth Management reduced its UBS Group (UBS) stake by 2.9% in Q2 2026, selling an estimated $33.8K and leaving 25,132 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #272.

GeoWealth Management 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.

GeoWealth Management held 25,132 shares of UBS Group worth $1.25M as of Q2 2026.
GeoWealth Management sold 742 UBS Group shares in Q2 2026, an estimated $33.8K.
UBS Group made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #272 holding.
GeoWealth Management 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.