IMA Advisory Services’s UBS Group UBS Stock Holding History

IMA Advisory Services’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	$6.25K	Buy	126 +45	+56%	+$2.05K	﹤0.01%	854
2026 Q1	$3.16K	Sell	81 -9	-10%	-$385	﹤0.01%	516
2025 Q4	$4.17K	Buy	+90	New	+$3.64K	﹤0.01%	477
2018 Q3	–	Sell	-275	Closed	-$4K	–	452
2018 Q2	$4K	Buy	+275	New	+$4.47K	﹤0.01%	363

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

IMA Advisory Services's UBS Position: Q2 2026 in Review

IMA Advisory Services increased its UBS Group (UBS) stake by 56% in Q2 2026, buying an estimated $2.05K and bringing the position to 126 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

IMA Advisory Services first reported a position in UBS in Q2 2018 and has held it in 4 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

IMA Advisory Services held 126 shares of UBS Group worth $6.25K as of Q2 2026.
IMA Advisory Services bought 45 UBS Group shares in Q2 2026, an estimated $2.05K.
UBS Group made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #854 holding.
IMA Advisory Services first reported a position in UBS Group in Q2 2018 and has held it in 4 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.