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 Q2	$677K	Buy	13,650 +2,507	+22%	+$114K	0.01%	586
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 $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

Mission Wealth Management's UBS Position: Q2 2026 in Review

Mission Wealth Management increased its UBS Group (UBS) stake by 22% in Q2 2026, buying an estimated $114K and bringing the position to 13,650 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #586.

Mission Wealth Management first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Mission Wealth Management held 13,650 shares of UBS Group worth $677K as of Q2 2026.
Mission Wealth Management bought 2,507 UBS Group shares in Q2 2026, an estimated $114K.
UBS Group made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #586 holding.
Mission Wealth Management first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.