Integrated Wealth Concepts’s UBS Group UBS Stock Holding History

Integrated Wealth Concepts’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	$3.07M	Sell	62,012 -7,270	-10%	-$331K	0.02%	671
2026 Q1	$2.71M	Buy	69,282 +64,465	+1,338%	+$2.76M	0.02%	644
2025 Q4	$223K	Sell	4,817 -64,527	-93%	-$2.61M	﹤0.01%	1461
2025 Q3	$2.84M	Buy	69,344 +5,750	+9%	+$223K	0.03%	552
2025 Q2	$2.15M	Buy	63,594 +277	+0.4%	+$8.57K	0.02%	595
2025 Q1	$1.94M	Sell	63,317 -2,572	-4%	-$85.8K	0.02%	586
2024 Q4	$2M	Buy	65,889 +320	+0.5%	+$10.1K	0.02%	549
2024 Q3	$2.03M	Buy	65,569 +457	+0.7%	+$13.7K	0.02%	544
2024 Q2	$1.92M	Buy	65,112 +26	+0%	+$773	0.03%	520
2024 Q1	$2M	Buy	65,086 +382	+0.6%	+$11.3K	0.03%	516
2023 Q4	$2M	Buy	64,704 +6,841	+12%	+$180K	0.03%	480
2023 Q3	$1.43M	Sell	57,863 -52	-0.1%	-$1.22K	0.03%	560
2023 Q2	$1.17M	Sell	57,915 -2,237	-4%	-$45K	0.02%	616
2023 Q1	$1.28M	Buy	+60,152	New	+$1.25M	0.03%	532

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 Wealth Concepts's UBS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its UBS Group (UBS) stake by 10% in Q2 2026, selling an estimated $331K and leaving 62,012 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #671.

Integrated Wealth Concepts first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Integrated Wealth Concepts held 62,012 shares of UBS Group worth $3.07M as of Q2 2026.
Integrated Wealth Concepts sold 7,270 UBS Group shares in Q2 2026, an estimated $331K.
UBS Group made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #671 holding.
Integrated Wealth Concepts first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.