Mission Wealth Management’s UBS Group UBS Stock Holding History

Mission Wealth 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 Q1	$435K	Sell	11,143 -276	-2%	-$11.8K	0.01%	527
2025 Q4	$529K	Sell	11,419 -435	-4%	-$17.6K	0.01%	482
2025 Q3	$486K	Sell	11,854 -20	-0.2%	-$777	0.01%	493
2025 Q2	$402K	Sell	11,874 -709	-6%	-$21.9K	0.01%	526
2025 Q1	$385K	Sell	12,583 -290	-2%	-$9.67K	0.01%	514
2024 Q4	$390K	Buy	12,873 +1,622	+14%	+$51.4K	0.01%	489
2024 Q3	$348K	Sell	11,251 -871	-7%	-$26.2K	0.01%	517
2024 Q2	$358K	Buy	12,122 +2,714	+29%	+$80.7K	0.01%	494
2024 Q1	$289K	Buy	+9,408	New	+$278K	0.01%	568

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Mission Wealth Management's UBS Position: Q1 2026 in Review

Mission Wealth Management reduced its UBS Group (UBS) stake by 2.4% in Q1 2026, selling an estimated $11.8K and leaving 11,143 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #527.

Mission Wealth Management first reported a position in UBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $529K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Mission Wealth Management held 11,143 shares of UBS Group worth $435K as of Q1 2026.
Mission Wealth Management sold 276 UBS Group shares in Q1 2026, an estimated $11.8K.
UBS Group made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #527 holding.
Mission Wealth Management first reported a position in UBS Group in Q1 2024 and has held it in 9 quarters since.
Mission Wealth Management's UBS Group position peaked at $529K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.