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Oakmont Investment Advisors’s UBS Group UBS Stock Holding History

Oakmont Investment 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 		$514K Buy
+10,370
New +$472K 0.36% 68
2026
Q1 		– Sell
-6,190
Closed -$287K – 130
2025
Q4 		$287K Buy
+6,190
New +$250K 0.21% 94

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

Oakmont Investment Advisors's UBS Position: Q2 2026 in Review

Oakmont Investment Advisors opened a new position in UBS Group (UBS) in Q2 2026: 10,370 shares worth $514K. The stake represents 0.36% of the portfolio and ranks #68 among its holdings. This is a return to the name: Oakmont Investment Advisors previously reported a position in UBS as recently as Q4 2025.

Oakmont Investment Advisors first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Oakmont Investment Advisors held 10,370 shares of UBS Group worth $514K as of Q2 2026.
  • UBS Group was a new Oakmont Investment Advisors position in Q2 2026.
  • UBS Group made up 0.36% of Oakmont Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Oakmont Investment Advisors first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.