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JPL Wealth Management’s UBS Group UBS Stock Holding History

JPL 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
Q2 		$13.8K Buy
279
+156
+127% +$7.11K ﹤0.01% 515
2026
Q1 		$4.81K Buy
+123
New +$5.26K ﹤0.01% 706
2025
Q4 		– Sell
-908
Closed -$37.2K – 1061
2025
Q3 		$37.2K Buy
+908
New +$35.3K 0.01% 284

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

JPL Wealth Management's UBS Position: Q2 2026 in Review

JPL Wealth Management increased its UBS Group (UBS) stake by 127% in Q2 2026, buying an estimated $7.11K and bringing the position to 279 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

JPL Wealth Management first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $37.2K in Q3 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • JPL Wealth Management held 279 shares of UBS Group worth $13.8K as of Q2 2026.
  • JPL Wealth Management bought 156 UBS Group shares in Q2 2026, an estimated $7.11K.
  • UBS Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #515 holding.
  • JPL Wealth Management first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's UBS Group position peaked at $37.2K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.