Highland Investment Advisors LLC’s UBS Group UBS Stock Holding History

Highland Investment Advisors LLC’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	$2.63K	Buy	+53	New	+$2.41K	﹤0.01%	474

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Highland Investment Advisors LLC's UBS Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in UBS Group (UBS) in Q2 2026: 53 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings.

609 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Highland Investment Advisors LLC held 53 shares of UBS Group worth $2.63K as of Q2 2026.
UBS Group was a new Highland Investment Advisors LLC position in Q2 2026.
UBS Group made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #474 holding.
609 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.