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HB Wealth Management’s UBS Group UBS Stock Holding History

HB 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 		$946K Buy
19,096
+2,466
+15% +$112K 0.01% 766
2026
Q1 		$650K Buy
16,630
+1,953
+13% +$83.6K ﹤0.01% 852
2025
Q4 		$680K Buy
14,677
+1,957
+15% +$79.1K ﹤0.01% 764
2025
Q3 		$522K Buy
12,720
+3,273
+35% +$127K ﹤0.01% 837
2025
Q2 		$319K Sell
9,447
-3,694
-28% -$114K ﹤0.01% 914
2025
Q1 		$403K Sell
13,141
-89
-0.7% -$2.97K ﹤0.01% 840
2024
Q4 		$401K Buy
13,230
+6,577
+99% +$208K ﹤0.01% 697
2024
Q3 		$206K Buy
+6,653
New +$200K ﹤0.01% 882

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

HB Wealth Management's UBS Position: Q2 2026 in Review

HB Wealth Management increased its UBS Group (UBS) stake by 15% in Q2 2026, buying an estimated $112K and bringing the position to 19,096 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #766.

HB Wealth Management first reported a position in UBS in Q3 2024 and has held it in 8 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • HB Wealth Management held 19,096 shares of UBS Group worth $946K as of Q2 2026.
  • HB Wealth Management bought 2,466 UBS Group shares in Q2 2026, an estimated $112K.
  • UBS Group made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #766 holding.
  • HB Wealth Management first reported a position in UBS Group in Q3 2024 and has held it in 8 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.