Integrated Investment Consultants’s UBS Group UBS Stock Holding History

Integrated Investment Consultants’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	$296K	Hold	5,981	–	–	0.06%	207
2026 Q1	$234K	Hold	5,981	–	–	0.05%	234
2025 Q4	$277K	Hold	5,981	–	–	0.05%	212
2025 Q3	$245K	Hold	5,981	–	–	0.04%	286
2025 Q2	$202K	Buy	+5,981	New	+$185K	0.04%	309
2023 Q2	–	Sell	-12,371	Closed	-$264K	–	296
2023 Q1	$264K	Buy	+12,371	New	+$258K	0.08%	214
2018 Q2	–	Sell	-380	Closed	-$7K	–	655
2018 Q1	$7K	Buy	+380	New	+$7.22K	﹤0.01%	696

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

Integrated Investment Consultants's UBS Position: Q2 2026 in Review

Integrated Investment Consultants held its UBS Group (UBS) position steady in Q2 2026 at 5,981 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #207.

Integrated Investment Consultants first reported a position in UBS in Q1 2018 and has held it in 7 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Integrated Investment Consultants held 5,981 shares of UBS Group worth $296K as of Q2 2026.
Integrated Investment Consultants left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.06% of Integrated Investment Consultants's portfolio in Q2 2026, its #207 holding.
Integrated Investment Consultants first reported a position in UBS Group in Q1 2018 and has held it in 7 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.