Golden State Wealth Management’s UBS Group UBS Stock Holding History

Golden State Wealth 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	$159K	Buy	3,212 +68	+2%	+$3.1K	0.01%	458
2026 Q1	$123K	Hold	3,144	–	–	0.01%	476
2025 Q4	$146K	Sell	3,144 -55	-2%	-$2.22K	0.02%	444
2025 Q3	$131K	Hold	3,199	–	–	0.01%	445
2025 Q2	$108K	Sell	3,199 -873	-21%	-$27K	0.01%	459
2025 Q1	$125K	Hold	4,072	–	–	0.02%	402
2024 Q4	$123K	Buy	+4,072	New	+$129K	0.02%	394
2020 Q2	–	Sell	-225	Closed	-$2K	–	859
2020 Q1	$2K	Buy	+225	New	+$2.59K	﹤0.01%	878
2019 Q4	–	Sell	-2,614	Closed	-$30K	–	871
2019 Q3	$30K	Buy	2,614 +1,139	+77%	+$12.8K	0.01%	543
2019 Q2	$17K	Sell	1,475 -224	-13%	-$2.75K	0.01%	651
2019 Q1	$21K	Buy	+1,699	New	+$21.5K	0.01%	620

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

Golden State Wealth Management's UBS Position: Q2 2026 in Review

Golden State Wealth Management increased its UBS Group (UBS) stake by 2.2% in Q2 2026, buying an estimated $3.1K and bringing the position to 3,212 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #458.

Golden State Wealth Management first reported a position in UBS in Q1 2019 and has held it in 11 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Golden State Wealth Management held 3,212 shares of UBS Group worth $159K as of Q2 2026.
Golden State Wealth Management bought 68 UBS Group shares in Q2 2026, an estimated $3.1K.
UBS Group made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #458 holding.
Golden State Wealth Management first reported a position in UBS Group in Q1 2019 and has held it in 11 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.