Private Wealth Asset Management’s UBS Group UBS Stock Holding History

Private Wealth Asset Management’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	$6.74K	Hold	136	–	–	﹤0.01%	761
2026 Q1	$5.31K	Hold	136	–	–	﹤0.01%	779
2025 Q4	$6.3K	Sell	136 -44	-24%	-$1.78K	﹤0.01%	742
2025 Q3	$7.38K	Hold	180	–	–	﹤0.01%	705
2025 Q2	$6.09K	Sell	180 -15	-8%	-$464	﹤0.01%	743
2025 Q1	$5.97K	Buy	+195	New	+$6.5K	﹤0.01%	711

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

Private Wealth Asset Management's UBS Position: Q2 2026 in Review

Private Wealth Asset Management held its UBS Group (UBS) position steady in Q2 2026 at 136 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Private Wealth Asset Management first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.38K in Q3 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Private Wealth Asset Management held 136 shares of UBS Group worth $6.74K as of Q2 2026.
Private Wealth Asset Management left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #761 holding.
Private Wealth Asset Management first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's UBS Group position peaked at $7.38K in Q3 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.