Main Street Financial Solutions’s UBS Group UBS Stock Holding History

Main Street Financial Solutions’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	$1.12M	Sell	22,669 -126	-0.6%	-$5.74K	0.07%	233
2026 Q1	$891K	Sell	22,795 -121	-0.5%	-$5.18K	0.06%	242
2025 Q4	$1.06M	Sell	22,916 -129	-0.6%	-$5.21K	0.08%	212
2025 Q3	$945K	Hold	23,045	–	–	0.06%	265
2025 Q2	$779K	Sell	23,045 -225	-1%	-$6.96K	0.06%	272
2025 Q1	$713K	Sell	23,270 -550	-2%	-$18.3K	0.06%	251
2024 Q4	$722K	Buy	+23,820	New	+$755K	0.07%	219

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

Main Street Financial Solutions's UBS Position: Q2 2026 in Review

Main Street Financial Solutions reduced its UBS Group (UBS) stake by 0.55% in Q2 2026, selling an estimated $5.74K and leaving 22,669 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #233.

Main Street Financial Solutions first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Main Street Financial Solutions held 22,669 shares of UBS Group worth $1.12M as of Q2 2026.
Main Street Financial Solutions sold 126 UBS Group shares in Q2 2026, an estimated $5.74K.
UBS Group made up 0.07% of Main Street Financial Solutions's portfolio in Q2 2026, its #233 holding.
Main Street Financial Solutions first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.