HHM Wealth Advisors’s UBS Group UBS Stock Holding History

HHM Wealth 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 Q2	$19.4K	Buy	+392	New	+$17.9K	﹤0.01%	536
2022 Q3	–	Sell	-6,500	Closed	-$105K	–	810
2022 Q2	$105K	Hold	6,500	–	–	0.03%	187
2022 Q1	$127K	Hold	6,500	–	–	0.03%	194
2021 Q4	$116K	Hold	6,500	–	–	0.03%	203
2021 Q3	$104K	Hold	6,500	–	–	0.03%	201
2021 Q2	$100K	Hold	6,500	–	–	0.03%	204
2021 Q1	$101K	Hold	6,500	–	–	0.03%	185
2020 Q4	$92K	Hold	6,500	–	–	0.03%	183
2020 Q3	$72K	Hold	6,500	–	–	0.03%	189
2020 Q2	$75K	Hold	6,500	–	–	0.03%	184
2020 Q1	$60K	Buy	+6,500	New	+$74.9K	0.03%	188

Other funds holding UBS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

EAM

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

HHM Wealth Advisors's UBS Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in UBS Group (UBS) in Q2 2026: 392 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in UBS as recently as Q2 2022.

HHM Wealth Advisors first reported a position in UBS in Q1 2020 and has held it in 11 quarters since. The position peaked at $127K in Q1 2022. 103 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

HHM Wealth Advisors held 392 shares of UBS Group worth $19.4K as of Q2 2026.
UBS Group was a new HHM Wealth Advisors position in Q2 2026.
UBS Group made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #536 holding.
HHM Wealth Advisors first reported a position in UBS Group in Q1 2020 and has held it in 11 quarters since.
HHM Wealth Advisors's UBS Group position peaked at $127K in Q1 2022.
103 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.