Legacy Wealth Asset Management’s UBS Group UBS Stock Holding History

Legacy Wealth Asset 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	$2.57M	Sell	51,940 -628	-1%	-$28.6K	0.57%	32
2026 Q1	$2.05M	Sell	52,568 -2,036	-4%	-$87.1K	0.5%	39
2025 Q4	$2.53M	Sell	54,604 -3,362	-6%	-$136K	0.62%	23
2025 Q3	$2.38M	Sell	57,966 -25,404	-30%	-$987K	0.58%	26
2025 Q2	$2.82M	Buy	83,370 +23,356	+39%	+$723K	0.72%	14
2025 Q1	$1.84M	Sell	60,014 -308	-0.5%	-$10.3K	0.51%	45
2024 Q4	$1.83M	Sell	60,322 -383	-0.6%	-$12.1K	0.5%	44
2024 Q3	$1.88M	Buy	60,705 +438	+0.7%	+$13.2K	0.5%	54
2024 Q2	$1.78M	Buy	60,267 +3,330	+6%	+$99K	0.5%	55
2024 Q1	$1.75M	Buy	56,937 +1,329	+2%	+$39.3K	0.49%	51
2023 Q4	$1.72M	Buy	55,608 +5,877	+12%	+$155K	0.56%	47
2023 Q3	$1.23M	Sell	49,731 -68,963	-58%	-$1.61M	0.45%	65
2023 Q2	$2.41M	Buy	118,694 +48,518	+69%	+$975K	0.84%	14
2023 Q1	$1.5M	Sell	70,176 -1,338	-2%	-$27.9K	0.54%	43
2022 Q4	$1.34M	Sell	71,514 -39,464	-36%	-$671K	0.51%	52
2022 Q3	$1.61M	Buy	+110,978	New	+$1.78M	0.7%	24

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

Legacy Wealth Asset Management's UBS Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its UBS Group (UBS) stake by 1.2% in Q2 2026, selling an estimated $28.6K and leaving 51,940 shares worth $2.57M. The position accounts for 0.57% of the portfolio, ranked #32.

Legacy Wealth Asset Management first reported a position in UBS in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.82M in Q2 2025. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Legacy Wealth Asset Management held 51,940 shares of UBS Group worth $2.57M as of Q2 2026.
Legacy Wealth Asset Management sold 628 UBS Group shares in Q2 2026, an estimated $28.6K.
UBS Group made up 0.57% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #32 holding.
Legacy Wealth Asset Management first reported a position in UBS Group in Q3 2022 and has held it in 16 quarters since.
Legacy Wealth Asset Management's UBS Group position peaked at $2.82M in Q2 2025.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.