MGO One Seven’s UBS Group UBS Stock Holding History

MGO One Seven’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	$598K	Buy	+12,074	New	+$550K	0.01%	894
2026 Q1	–	Sell	-5,260	Closed	-$244K	–	1505
2025 Q4	$244K	Buy	5,260 +35	+0.7%	+$1.41K	0.01%	1212
2025 Q3	$214K	Buy	+5,225	New	+$203K	﹤0.01%	1218
2024 Q3	–	Sell	-7,107	Closed	-$210K	–	1045
2024 Q2	$210K	Sell	7,107 -1,341	-16%	-$39.9K	0.01%	897
2024 Q1	$260K	Sell	8,448 -653	-7%	-$19.3K	0.01%	768
2023 Q4	$281K	Buy	9,101 +158	+2%	+$4.16K	0.02%	721
2023 Q3	$220K	Buy	+8,943	New	+$209K	0.02%	732
2023 Q2	–	Sell	-16,316	Closed	-$348K	–	904
2023 Q1	$348K	Buy	+16,316	New	+$340K	0.02%	613
2022 Q2	–	Sell	-10,150	Closed	-$198K	–	719
2022 Q1	$198K	Sell	10,150 -2,801	-22%	-$53K	0.02%	621
2021 Q4	$232K	Buy	+12,951	New	+$228K	0.02%	574
2019 Q1	–	Sell	-1,909	Closed	-$23K	–	1562
2018 Q4	$23K	Buy	+1,909	New	+$25.9K	0.01%	876
2018 Q1	$60K	Sell	3,413 -423	-11%	-$8.04K	0.03%	565
2017 Q4	$71K	Buy	+3,836	New	+$66.7K	0.03%	518

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

MGO One Seven's UBS Position: Q2 2026 in Review

MGO One Seven opened a new position in UBS Group (UBS) in Q2 2026: 12,074 shares worth $598K. The stake represents 0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: MGO One Seven previously reported a position in UBS as recently as Q4 2025.

MGO One Seven first reported a position in UBS in Q4 2017 and has held it in 13 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

MGO One Seven held 12,074 shares of UBS Group worth $598K as of Q2 2026.
UBS Group was a new MGO One Seven position in Q2 2026.
UBS Group made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #894 holding.
MGO One Seven first reported a position in UBS Group in Q4 2017 and has held it in 13 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.