KFG
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Kingdom Financial Group’s UBS Group UBS Stock Holding History

Kingdom Financial Group’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 		$27 Hold
1
– – ﹤0.01% 824
2025
Q4 		$31 Buy
+1
New +$40 ﹤0.01% 712

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

Kingdom Financial Group's UBS Position: Q1 2026 in Review

Kingdom Financial Group held its UBS Group (UBS) position steady in Q1 2026 at 1 share worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Kingdom Financial Group first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $31 in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Kingdom Financial Group held 1 share of UBS Group worth $27 as of Q1 2026.
  • Kingdom Financial Group left its UBS Group share count unchanged in Q1 2026.
  • UBS Group made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #824 holding.
  • Kingdom Financial Group first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's UBS Group position peaked at $31 in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.