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Plante Moran Financial Advisors’s UBS Group UBS Stock Holding History

Plante Moran Financial 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 		$6.54K Buy
+132
New +$6.01K ﹤0.01% 605
2025
Q1 		– Sell
-197
Closed -$5.97K – 967
2024
Q4 		$5.97K Buy
+197
New +$6.24K ﹤0.01% 660
2024
Q2 		– Sell
-102
Closed -$3.13K – 887
2024
Q1 		$3.13K Buy
+102
New +$3.01K ﹤0.01% 729
2022
Q3 		– Sell
-87
Closed -$1K – 1078
2022
Q2 		$1K Buy
+87
New +$1.52K ﹤0.01% 952
2022
Q1 		– Sell
-85
Closed -$2K – 1013
2021
Q4 		$2K Hold
85
– – ﹤0.01% 930
2021
Q3 		$1K Hold
85
– – ﹤0.01% 909
2021
Q2 		$1K Hold
85
– – ﹤0.01% 927
2021
Q1 		$1K Hold
85
– – ﹤0.01% 981
2020
Q4 		$1K Buy
+85
New +$1.13K ﹤0.01% 859
2019
Q4 		– Sell
-418
Closed -$5K – 902
2019
Q3 		$5K Hold
418
– – ﹤0.01% 692
2019
Q2 		$5K Sell
418
-142
-25% -$1.74K ﹤0.01% 653
2019
Q1 		$7K Buy
560
+12
+2% +$152 ﹤0.01% 608
2018
Q4 		$7K Buy
548
+7
+1% +$95 ﹤0.01% 559
2018
Q3 		$9K Buy
541
+25
+5% +$393 ﹤0.01% 515
2018
Q2 		$8K Sell
516
-87
-14% -$1.42K ﹤0.01% 579
2018
Q1 		$11K Buy
+603
New +$11.5K 0.01% 595
2017
Q1 		– Sell
-267
Closed -$4K – 1028
2016
Q4 		$4K Buy
267
+118
+79% +$1.78K ﹤0.01% 773
2016
Q3 		$2K Hold
149
– – ﹤0.01% 860
2016
Q2 		$2K Hold
149
– – ﹤0.01% 817
2016
Q1 		$2K Sell
149
-1,220
-89% -$19.8K ﹤0.01% 754
2015
Q4 		$27K Buy
+1,369
New +$26.7K 0.02% 399

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

Plante Moran Financial Advisors's UBS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in UBS Group (UBS) in Q2 2026: 132 shares worth $6.54K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in UBS as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in UBS in Q4 2015 and has held it in 21 quarters since. The position peaked at $27K in Q4 2015. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Plante Moran Financial Advisors held 132 shares of UBS Group worth $6.54K as of Q2 2026.
  • UBS Group was a new Plante Moran Financial Advisors position in Q2 2026.
  • UBS Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #605 holding.
  • Plante Moran Financial Advisors first reported a position in UBS Group in Q4 2015 and has held it in 21 quarters since.
  • Plante Moran Financial Advisors's UBS Group position peaked at $27K in Q4 2015.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.