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MONECO Advisors’s UBS Group UBS Stock Holding History

MONECO Advisors’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 		$284K Buy
5,722
+395
+7% +$18K 0.02% 491
2026
Q1 		$208K Buy
5,327
+44
+0.8% +$1.88K 0.02% 499
2025
Q4 		$245K Buy
+5,283
New +$213K 0.02% 443

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MONECO Advisors's UBS Position: Q2 2026 in Review

MONECO Advisors increased its UBS Group (UBS) stake by 7.4% in Q2 2026, buying an estimated $18K and bringing the position to 5,722 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #491.

MONECO Advisors first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • MONECO Advisors held 5,722 shares of UBS Group worth $284K as of Q2 2026.
  • MONECO Advisors bought 395 UBS Group shares in Q2 2026, an estimated $18K.
  • UBS Group made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #491 holding.
  • MONECO Advisors first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.