Net Worth Advisory Group’s UBS Group UBS Stock Holding History

Net Worth Advisory Group’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	$889K	Buy	17,947 +483	+3%	+$22K	0.22%	98
2026 Q1	$682K	Sell	17,464 -431	-2%	-$18.4K	0.14%	156
2025 Q4	$829K	Sell	17,895 -6,831	-28%	-$276K	0.17%	122
2025 Q3	$1.01M	Sell	24,726 -1,234	-5%	-$47.9K	0.29%	65
2025 Q2	$878K	Buy	25,960 +1,140	+5%	+$35.3K	0.19%	99
2025 Q1	$760K	Sell	24,820 -1,842	-7%	-$61.4K	0.24%	89
2024 Q4	$808K	Sell	26,662 -448	-2%	-$14.2K	0.25%	80
2024 Q3	$838K	Buy	+27,110	New	+$815K	0.25%	74

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

Net Worth Advisory Group's UBS Position: Q2 2026 in Review

Net Worth Advisory Group increased its UBS Group (UBS) stake by 2.8% in Q2 2026, buying an estimated $22K and bringing the position to 17,947 shares worth $889K. The position accounts for 0.22% of the portfolio, ranked #98.

Net Worth Advisory Group first reported a position in UBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Net Worth Advisory Group held 17,947 shares of UBS Group worth $889K as of Q2 2026.
Net Worth Advisory Group bought 483 UBS Group shares in Q2 2026, an estimated $22K.
UBS Group made up 0.22% of Net Worth Advisory Group's portfolio in Q2 2026, its #98 holding.
Net Worth Advisory Group first reported a position in UBS Group in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's UBS Group position peaked at $1.01M in Q3 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.