JGP Wealth Management’s UBS Group UBS Stock Holding History

JGP Wealth Management’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 Q3	–	Sell	-4,376	Closed	-$217K	–	251
2026 Q2	$217K	Buy	+4,376	New	+$199K	0.02%	220

Other funds holding UBS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JGP Wealth Management's UBS Position: Q3 2026 in Review

JGP Wealth Management sold out of UBS Group (UBS) in Q3 2026, closing a stake of 4,376 shares — an estimated $217K sold.

JGP Wealth Management first reported a position in UBS in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 552 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

JGP Wealth Management reported no remaining UBS Group position as of Q3 2026 after selling out during the quarter.
JGP Wealth Management sold 4,376 UBS Group shares in Q3 2026, an estimated $217K.
JGP Wealth Management first reported a position in UBS Group in Q2 2026 and held it in 1 quarter.
JGP Wealth Management's UBS Group position peaked at $217K in Q2 2026.
552 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.