OneAscent Financial Services’s UBS Group UBS Stock Holding History

OneAscent Financial Services’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	$247K	Sell	4,979 -859	-15%	-$39.1K	0.01%	533
2026 Q1	$228K	Buy	+5,838	New	+$250K	0.01%	536
2025 Q4	–	Sell	-5,281	Closed	-$217K	–	549
2025 Q3	$217K	Sell	5,281 -1,868	-26%	-$72.5K	0.01%	465
2025 Q2	$241K	Sell	7,149 -989	-12%	-$30.6K	0.02%	470
2025 Q1	$247K	Buy	8,138 +345	+4%	+$11.5K	0.02%	437
2024 Q4	$236K	Buy	+7,793	New	+$247K	0.02%	422
2024 Q3	–	Sell	-7,471	Closed	-$221K	–	316
2024 Q2	$221K	Sell	7,471 -1,124	-13%	-$33.4K	0.03%	226
2024 Q1	$264K	Buy	8,595 +590	+7%	+$17.4K	0.03%	311
2023 Q4	$247K	Buy	+8,005	New	+$211K	0.03%	304

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

OneAscent Financial Services's UBS Position: Q2 2026 in Review

OneAscent Financial Services reduced its UBS Group (UBS) stake by 15% in Q2 2026, selling an estimated $39.1K and leaving 4,979 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #533.

OneAscent Financial Services first reported a position in UBS in Q4 2023 and has held it in 9 quarters since. The position peaked at $264K in Q1 2024. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

OneAscent Financial Services held 4,979 shares of UBS Group worth $247K as of Q2 2026.
OneAscent Financial Services sold 859 UBS Group shares in Q2 2026, an estimated $39.1K.
UBS Group made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #533 holding.
OneAscent Financial Services first reported a position in UBS Group in Q4 2023 and has held it in 9 quarters since.
OneAscent Financial Services's UBS Group position peaked at $264K in Q1 2024.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.