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Journey Strategic Wealth’s UBS Group UBS Stock Holding History

Journey Strategic Wealth’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
Q1 		– Sell
-8,911
Closed -$413K – 882
2025
Q4 		$413K Sell
8,911
-314
-3% -$12.7K 0.01% 367
2025
Q3 		$378K Buy
9,225
+431
+5% +$16.7K 0.01% 376
2025
Q2 		$297K Sell
8,794
-328
-4% -$10.2K 0.01% 438
2025
Q1 		$279K Buy
+9,122
New +$304K 0.01% 355

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Journey Strategic Wealth's UBS Position: Q1 2026 in Review

Journey Strategic Wealth sold out of UBS Group (UBS) in Q1 2026, closing a stake of 8,911 shares — an estimated $413K sold.

Journey Strategic Wealth first reported a position in UBS in Q1 2025 and held it in 4 quarters. The position peaked at $413K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Journey Strategic Wealth reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 8,911 UBS Group shares in Q1 2026, an estimated $413K.
  • Journey Strategic Wealth first reported a position in UBS Group in Q1 2025 and held it in 4 quarters.
  • Journey Strategic Wealth's UBS Group position peaked at $413K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.