Kozak & Associates’s UBS Group UBS Stock Holding History

Kozak & Associates’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	$4.77K	Hold	96	–	–	﹤0.01%	312
2026 Q1	$4.09K	Hold	96	–	–	﹤0.01%	333
2025 Q4	$4.57K	Hold	96	–	–	﹤0.01%	313
2025 Q3	$3.67K	Buy	+96	New	+$3.73K	﹤0.01%	339

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kozak & Associates's UBS Position: Q2 2026 in Review

Kozak & Associates held its UBS Group (UBS) position steady in Q2 2026 at 96 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Kozak & Associates first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Kozak & Associates held 96 shares of UBS Group worth $4.77K as of Q2 2026.
Kozak & Associates left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #312 holding.
Kozak & Associates first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.