Physician Wealth Advisors’s UBS Group UBS Stock Holding History

Physician Wealth 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	$9.86K	Buy	199 +9	+5%	+$410	﹤0.01%	879
2026 Q1	$7.42K	Buy	190 +27	+17%	+$1.16K	﹤0.01%	882
2025 Q4	$7.55K	Buy	163 +41	+34%	+$1.66K	﹤0.01%	857
2025 Q3	$5K	Hold	122	–	–	﹤0.01%	929
2025 Q2	$4.13K	Buy	122 +64	+110%	+$1.98K	﹤0.01%	847
2025 Q1	$1.78K	Hold	58	–	–	﹤0.01%	895
2024 Q4	$1.76K	Buy	+58	New	+$1.84K	﹤0.01%	862

Other funds holding UBS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Physician Wealth Advisors's UBS Position: Q2 2026 in Review

Physician Wealth Advisors increased its UBS Group (UBS) stake by 4.7% in Q2 2026, buying an estimated $410 and bringing the position to 199 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Physician Wealth Advisors first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Physician Wealth Advisors held 199 shares of UBS Group worth $9.86K as of Q2 2026.
Physician Wealth Advisors bought 9 UBS Group shares in Q2 2026, an estimated $410.
UBS Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #879 holding.
Physician Wealth Advisors first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
154 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.