Larson Financial Group
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Larson Financial Group’s UBS Group UBS Stock Holding History

Larson 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
Q3 		$146K Buy
3,035
+1,546
+104% +$81.3K ﹤0.01% 1080
2026
Q2 		$73.8K Buy
1,489
+320
+27% +$14.6K ﹤0.01% 1342
2026
Q1 		$45.7K Buy
1,169
+293
+33% +$12.5K ﹤0.01% 1408
2025
Q4 		$40.6K Buy
876
+55
+7% +$2.22K ﹤0.01% 1343
2025
Q3 		$33.7K Buy
821
+445
+118% +$17.3K ﹤0.01% 1353
2025
Q2 		$12.7K Buy
376
+187
+99% +$5.79K ﹤0.01% 1696
2025
Q1 		$5.79K Buy
189
+163
+627% +$5.44K ﹤0.01% 1842
2024
Q4 		$788 Sell
26
-1,493
-98% -$47.3K ﹤0.01% 2093
2024
Q3 		$47K Hold
1,519
– – ﹤0.01% 927
2024
Q2 		$44.9K Hold
1,519
– – ﹤0.01% 837
2024
Q1 		$46.7K Buy
1,519
+1,493
+5,742% +$44.1K ﹤0.01% 707
2023
Q4 		$803 Buy
+26
New +$684 ﹤0.01% 1508

Other funds holding UBS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Larson Financial Group's UBS Position: Q3 2026 in Review

Larson Financial Group increased its UBS Group (UBS) stake by 104% in Q3 2026, buying an estimated $81.3K and bringing the position to 3,035 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Larson Financial Group first reported a position in UBS in Q4 2023 and has held it in 12 quarters since. 425 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Larson Financial Group held 3,035 shares of UBS Group worth $146K as of Q3 2026.
  • Larson Financial Group bought 1,546 UBS Group shares in Q3 2026, an estimated $81.3K.
  • UBS Group made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1080 holding.
  • Larson Financial Group first reported a position in UBS Group in Q4 2023 and has held it in 12 quarters since.
  • 425 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.