LVW Advisors’s UBS Group UBS Stock Holding History

LVW Advisors’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	$449K	Buy	9,337 +522	+6%	+$27.4K	0.04%	277
2026 Q2	$437K	Buy	+8,815	New	+$401K	0.04%	258

Other funds holding UBS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

LVW Advisors's UBS Position: Q3 2026 in Review

LVW Advisors increased its UBS Group (UBS) stake by 5.9% in Q3 2026, buying an estimated $27.4K and bringing the position to 9,337 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #277.

LVW Advisors first reported a position in UBS in Q2 2026 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

LVW Advisors held 9,337 shares of UBS Group worth $449K as of Q3 2026.
LVW Advisors bought 522 UBS Group shares in Q3 2026, an estimated $27.4K.
UBS Group made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #277 holding.
LVW Advisors first reported a position in UBS Group in Q2 2026 and has held it in 2 quarters since.
641 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.