JFS Wealth Advisors’s UBS Group UBS Stock Holding History

JFS 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	$1.17M	Hold	23,592	–	–	0.06%	153
2026 Q1	$922K	Sell	23,592 -2,100	-8%	-$89.9K	0.05%	168
2025 Q4	$1.19M	Hold	25,692	–	–	0.07%	150
2025 Q3	$1.05M	Hold	25,692	–	–	0.06%	159
2025 Q2	$869K	Hold	25,692	–	–	0.06%	162
2025 Q1	$787K	Sell	25,692 -1,125	-4%	-$37.5K	0.05%	158
2024 Q4	$813K	Hold	26,817	–	–	0.06%	152
2024 Q3	$829K	Buy	26,817 +26,071	+3,495%	+$783K	0.06%	160
2024 Q2	$22K	Hold	746	–	–	﹤0.01%	581
2024 Q1	$22.9K	Hold	746	–	–	﹤0.01%	598
2023 Q4	$23.1K	Buy	746 +91	+14%	+$2.39K	﹤0.01%	556
2023 Q3	$16.1K	Buy	655 +114	+21%	+$2.66K	﹤0.01%	595
2023 Q2	$11K	Sell	541 -125	-19%	-$2.51K	﹤0.01%	700
2023 Q1	$14.2K	Buy	666 +35	+6%	+$730	﹤0.01%	606
2022 Q4	$11.8K	Sell	631 -5,045	-89%	-$85.8K	﹤0.01%	651
2022 Q3	$82K	Sell	5,676 -2,587	-31%	-$41.4K	0.01%	302
2022 Q2	$134K	Sell	8,263 -713	-8%	-$12.5K	0.01%	255
2022 Q1	$175K	Sell	8,976 -1,960	-18%	-$37.1K	0.02%	238
2021 Q4	$195K	Buy	10,936 +139	+1%	+$2.45K	0.02%	227
2021 Q3	$172K	Buy	10,797 +286	+3%	+$4.63K	0.02%	234
2021 Q2	$161K	Buy	10,511 +247	+2%	+$3.9K	0.02%	183
2021 Q1	$159K	Hold	10,264	–	–	0.03%	159
2020 Q4	$145K	Hold	10,264	–	–	0.03%	161
2020 Q3	$114K	Sell	10,264 -214	-2%	-$2.56K	0.03%	169
2020 Q2	$121K	Hold	10,478	–	–	0.03%	162
2020 Q1	$97K	Hold	10,478	–	–	0.03%	173
2019 Q4	$132K	Buy	10,478 +184	+2%	+$2.19K	0.03%	167
2019 Q3	$116K	Buy	10,294 +822	+9%	+$9.25K	0.03%	178
2019 Q2	$112K	Hold	9,472	–	–	0.03%	176
2019 Q1	$115K	Buy	9,472 +840	+10%	+$10.6K	0.03%	167
2018 Q4	$107K	Buy	8,632 +529	+7%	+$7.17K	0.03%	167
2018 Q3	$127K	Hold	8,103	–	–	0.03%	179
2018 Q2	$124K	Buy	8,103 +1,096	+16%	+$17.8K	0.03%	174
2018 Q1	$124K	Hold	7,007	–	–	0.03%	180
2017 Q4	$129K	Hold	7,007	–	–	0.03%	182
2017 Q3	$120K	Hold	7,007	–	–	0.03%	176
2017 Q2	$119K	Sell	7,007 -782	-10%	-$12.7K	0.03%	163
2017 Q1	$122K	Hold	7,789	–	–	0.03%	162
2016 Q4	$122K	Buy	7,789 +714	+10%	+$10.8K	0.03%	162
2016 Q3	$96K	Buy	7,075 +904	+15%	+$12.3K	0.03%	181
2016 Q2	$80K	Buy	6,171 +1,170	+23%	+$17.9K	0.02%	214
2016 Q1	$80K	Buy	5,001 +233	+5%	+$3.78K	0.02%	196
2015 Q4	$92K	Sell	4,768 -682	-13%	-$13.3K	0.03%	185
2015 Q3	$101K	Sell	5,450 -330	-6%	-$6.99K	0.04%	151
2015 Q2	$123K	Sell	5,780 -610	-10%	-$12.7K	0.06%	115
2015 Q1	$120K	Hold	6,390	–	–	0.06%	119
2014 Q4	$109K	Buy	+6,390	New	+$109K	0.02%	124

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

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

JFS Wealth Advisors held its UBS Group (UBS) position steady in Q2 2026 at 23,592 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #153.

JFS Wealth Advisors first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.19M in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

JFS Wealth Advisors held 23,592 shares of UBS Group worth $1.17M as of Q2 2026.
JFS Wealth Advisors left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.06% of JFS Wealth Advisors's portfolio in Q2 2026, its #153 holding.
JFS Wealth Advisors first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
JFS Wealth Advisors's UBS Group position peaked at $1.19M in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.