Jones Financial Companies
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Jones Financial Companies’s UBS Group UBS Stock Holding History

Jones Financial Companies’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 		$203M Buy
4,128,651
+610,651
+17% +$27.8M 0.08% 128
2026
Q1 		$128M Buy
3,518,000
+3,476,613
+8,400% +$149M 0.06% 163
2025
Q4 		$1.92M Buy
41,387
+5,522
+15% +$223K ﹤0.01% 972
2025
Q3 		$1.46M Buy
35,865
+1,698
+5% +$65.9K ﹤0.01% 981
2025
Q2 		$1.14M Buy
34,167
+3,444
+11% +$107K ﹤0.01% 956
2025
Q1 		$969K Buy
30,723
+8,700
+40% +$290K ﹤0.01% 874
2024
Q4 		$668K Buy
22,023
+12,939
+142% +$410K ﹤0.01% 878
2024
Q3 		$282K Buy
9,084
+6,282
+224% +$189K ﹤0.01% 1022
2024
Q2 		$82.8K Buy
2,802
+1,888
+207% +$56.1K ﹤0.01% 1104
2024
Q1 		$28.1K Buy
914
+286
+46% +$8.45K ﹤0.01% 836
2023
Q4 		$19.4K Sell
628
-193
-24% -$5.08K ﹤0.01% 593
2023
Q3 		$20.2K Buy
+821
New +$19.2K ﹤0.01% 434
2023
Q1 		– Sell
-1,623
Closed -$30K – 778
2022
Q4 		$30K Buy
1,623
+103
+7% +$1.75K ﹤0.01% 377
2022
Q3 		$22K Sell
1,520
-227
-13% -$3.63K ﹤0.01% 374
2022
Q2 		$28K Sell
1,747
-652
-27% -$11.4K ﹤0.01% 371
2022
Q1 		$47K Sell
2,399
-741
-24% -$14K ﹤0.01% 358
2021
Q4 		$56K Buy
3,140
+149
+5% +$2.62K ﹤0.01% 354
2021
Q3 		$48K Sell
2,991
-2
-0.1% -$32 ﹤0.01% 327
2021
Q2 		$46K Buy
2,993
+134
+5% +$2.12K ﹤0.01% 319
2021
Q1 		$44K Buy
2,859
+817
+40% +$12.6K ﹤0.01% 368
2020
Q4 		$29K Buy
+2,042
New +$27K ﹤0.01% 337

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jones Financial Companies's UBS Position: Q2 2026 in Review

Jones Financial Companies increased its UBS Group (UBS) stake by 17% in Q2 2026, buying an estimated $27.8M and bringing the position to 4,128,651 shares worth $203M. The position accounts for 0.08% of the portfolio, ranked #128.

Jones Financial Companies first reported a position in UBS in Q4 2020 and has held it in 21 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Jones Financial Companies held 4,128,651 shares of UBS Group worth $203M as of Q2 2026.
  • Jones Financial Companies bought 610,651 UBS Group shares in Q2 2026, an estimated $27.8M.
  • UBS Group made up 0.08% of Jones Financial Companies's portfolio in Q2 2026, its #128 holding.
  • Jones Financial Companies first reported a position in UBS Group in Q4 2020 and has held it in 21 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.