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Kingsview Wealth Management’s UBS Group UBS Stock Holding History

Kingsview 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 		$497K Buy
10,019
+1,086
+12% +$49.5K 0.01% 982
2026
Q1 		$349K Buy
8,933
+487
+6% +$20.8K ﹤0.01% 1016
2025
Q4 		$391K Sell
8,446
-107
-1% -$4.32K 0.01% 936
2025
Q3 		$351K Buy
8,553
+910
+12% +$35.3K 0.01% 908
2025
Q2 		$258K Buy
7,643
+220
+3% +$6.81K ﹤0.01% 1002
2025
Q1 		$227K Buy
7,423
+241
+3% +$8.04K ﹤0.01% 992
2024
Q4 		$218K Buy
+7,182
New +$228K ﹤0.01% 1028

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

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

Kingsview Wealth Management increased its UBS Group (UBS) stake by 12% in Q2 2026, buying an estimated $49.5K and bringing the position to 10,019 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #982.

Kingsview Wealth Management first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Kingsview Wealth Management held 10,019 shares of UBS Group worth $497K as of Q2 2026.
  • Kingsview Wealth Management bought 1,086 UBS Group shares in Q2 2026, an estimated $49.5K.
  • UBS Group made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #982 holding.
  • Kingsview Wealth Management first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.