Pinnacle Wealth Planning Services
UBS icon

Pinnacle Wealth Planning Services’s UBS Group UBS Stock Holding History

Pinnacle Wealth Planning 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
Q3 		$651K Buy
13,525
+219
+2% +$11.5K 0.06% 189
2026
Q2 		$659K Buy
13,306
+275
+2% +$12.5K 0.06% 177
2026
Q1 		$509K Buy
13,031
+521
+4% +$22.3K 0.05% 207
2025
Q4 		$579K Buy
12,510
+189
+2% +$7.64K 0.06% 186
2025
Q3 		$505K Sell
12,321
-207
-2% -$8.04K 0.06% 213
2025
Q2 		$424K Buy
12,528
+1,560
+14% +$48.3K 0.06% 226
2025
Q1 		$336K Buy
10,968
+1,380
+14% +$46K 0.05% 233
2024
Q4 		$291K Sell
9,588
-2,623
-21% -$83.1K 0.04% 257
2024
Q3 		$377K Buy
12,211
+103
+0.9% +$3.1K 0.05% 243
2024
Q2 		$358K Buy
12,108
+5,390
+80% +$160K 0.05% 243
2024
Q1 		$206K Sell
6,718
-4,866
-42% -$144K 0.03% 420
2023
Q4 		$358K Sell
11,584
-115
-1% -$3.02K 0.06% 227
2023
Q3 		$288K Buy
+11,699
New +$273K 0.05% 265
2022
Q3 		– Sell
-12,094
Closed -$196K – 447
2022
Q2 		$196K Buy
+12,094
New +$212K 0.04% 354
2021
Q1 		– Sell
-2,614
Closed -$37K – 1837
2020
Q4 		$37K Buy
+2,614
New +$34.6K 0.01% 926

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's UBS Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its UBS Group (UBS) stake by 1.6% in Q3 2026, buying an estimated $11.5K and bringing the position to 13,525 shares worth $651K. The position accounts for 0.06% of the portfolio, ranked #189.

Pinnacle Wealth Planning Services first reported a position in UBS in Q4 2020 and has held it in 15 quarters since. The position peaked at $659K in Q2 2026. 455 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Pinnacle Wealth Planning Services held 13,525 shares of UBS Group worth $651K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 219 UBS Group shares in Q3 2026, an estimated $11.5K.
  • UBS Group made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #189 holding.
  • Pinnacle Wealth Planning Services first reported a position in UBS Group in Q4 2020 and has held it in 15 quarters since.
  • Pinnacle Wealth Planning Services's UBS Group position peaked at $659K in Q2 2026.
  • 455 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.