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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
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 $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 $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JPL Wealth Management's UBS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in UBS Group (UBS) in Q1 2026: 123 shares worth $4.81K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in UBS as recently as Q3 2025.

JPL Wealth Management first reported a position in UBS in Q3 2025 and has held it in 2 quarters since. The position peaked at $37.2K in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • JPL Wealth Management held 123 shares of UBS Group worth $4.81K as of Q1 2026.
  • UBS Group was a new JPL Wealth Management position in Q1 2026.
  • UBS Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #706 holding.
  • JPL Wealth Management first reported a position in UBS Group in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's UBS Group position peaked at $37.2K in Q3 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.