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Personal CFO Solutions’s UBS Group UBS Stock Holding History

Personal CFO 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 		$966K Buy
19,488
+266
+1% +$12.1K 0.14% 128
2026
Q1 		$751K Buy
19,222
+174
+0.9% +$7.45K 0.11% 170
2025
Q4 		$882K Sell
19,048
-305
-2% -$12.3K 0.14% 141
2025
Q3 		$793K Buy
19,353
+156
+0.8% +$6.06K 0.14% 147
2025
Q2 		$649K Sell
19,197
-8,307
-30% -$257K 0.12% 181
2025
Q1 		$842K Sell
27,504
-765
-3% -$25.5K 0.17% 130
2024
Q4 		$857K Sell
28,269
-309
-1% -$9.79K 0.17% 118
2024
Q3 		$883K Sell
28,578
-1,116
-4% -$33.5K 0.12% 167
2024
Q2 		$877K Buy
29,694
+170
+0.6% +$5.05K 0.13% 142
2024
Q1 		$907K Buy
+29,524
New +$872K 0.14% 141

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

Personal CFO Solutions's UBS Position: Q2 2026 in Review

Personal CFO Solutions increased its UBS Group (UBS) stake by 1.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 19,488 shares worth $966K. The position accounts for 0.14% of the portfolio, ranked #128.

Personal CFO Solutions first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Personal CFO Solutions held 19,488 shares of UBS Group worth $966K as of Q2 2026.
  • Personal CFO Solutions bought 266 UBS Group shares in Q2 2026, an estimated $12.1K.
  • UBS Group made up 0.14% of Personal CFO Solutions's portfolio in Q2 2026, its #128 holding.
  • Personal CFO Solutions first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
  • 764 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.