MBM Wealth Consultants’s UBS Group UBS Stock Holding History

MBM Wealth Consultants’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	–	Sell	-56	Closed	-$2.19K	–	349
2026 Q1	$2.19K	Buy	+56	New	+$2.4K	﹤0.01%	302

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

MBM Wealth Consultants's UBS Position: Q2 2026 in Review

MBM Wealth Consultants sold out of UBS Group (UBS) in Q2 2026, closing a stake of 56 shares — an estimated $2.19K sold.

MBM Wealth Consultants first reported a position in UBS in Q1 2026 and held it in 1 quarter. The position peaked at $2.19K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

MBM Wealth Consultants reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 56 UBS Group shares in Q2 2026, an estimated $2.19K.
MBM Wealth Consultants first reported a position in UBS Group in Q1 2026 and held it in 1 quarter.
MBM Wealth Consultants's UBS Group position peaked at $2.19K in Q1 2026.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.