PlanVest Financial’s UBS Group UBS Stock Holding History

PlanVest Financial’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	$104K	Hold	2,096	–	–	0.07%	149
2026 Q1	$81.9K	Buy	+2,096	New	+$89.7K	0.06%	157

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

PlanVest Financial's UBS Position: Q2 2026 in Review

PlanVest Financial held its UBS Group (UBS) position steady in Q2 2026 at 2,096 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #149.

PlanVest Financial first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

PlanVest Financial held 2,096 shares of UBS Group worth $104K as of Q2 2026.
PlanVest Financial left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.07% of PlanVest Financial's portfolio in Q2 2026, its #149 holding.
PlanVest Financial first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
719 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.