Principia Wealth Advisory’s UBS Group UBS Stock Holding History

Principia Wealth Advisory’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	$13K	Buy	263 +34	+15%	+$1.55K	0.01%	213
2026 Q1	$8.95K	Buy	229 +44	+24%	+$1.88K	0.01%	221
2025 Q4	$8.57K	Sell	185 -6	-3%	-$242	0.01%	217
2025 Q3	$7.83K	Buy	191 +122	+177%	+$4.74K	0.01%	223
2025 Q2	$2.33K	Buy	+69	New	+$2.13K	﹤0.01%	353

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

Principia Wealth Advisory's UBS Position: Q2 2026 in Review

Principia Wealth Advisory increased its UBS Group (UBS) stake by 15% in Q2 2026, buying an estimated $1.55K and bringing the position to 263 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #213.

Principia Wealth Advisory first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Principia Wealth Advisory held 263 shares of UBS Group worth $13K as of Q2 2026.
Principia Wealth Advisory bought 34 UBS Group shares in Q2 2026, an estimated $1.55K.
UBS Group made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #213 holding.
Principia Wealth Advisory first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.