Monetary Solutions’s UBS Group UBS Stock Holding History

Monetary Solutions’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	$1.88K	Buy	38 +30	+375%	+$1.37K	﹤0.01%	287
2026 Q1	$313	Hold	8	–	–	﹤0.01%	309
2025 Q4	$370	Buy	+8	New	+$323	﹤0.01%	307

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Monetary Solutions's UBS Position: Q2 2026 in Review

Monetary Solutions increased its UBS Group (UBS) stake by 375% in Q2 2026, buying an estimated $1.37K and bringing the position to 38 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Monetary Solutions first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Monetary Solutions held 38 shares of UBS Group worth $1.88K as of Q2 2026.
Monetary Solutions bought 30 UBS Group shares in Q2 2026, an estimated $1.37K.
UBS Group made up ﹤0.01% of Monetary Solutions's portfolio in Q2 2026, its #287 holding.
Monetary Solutions first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
606 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.