Prospera Financial Services’s UBS Group UBS Stock Holding History

Prospera Financial 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 Q2	–	Sell	-5,545	Closed	-$217K	–	1540
2026 Q1	$217K	Sell	5,545 -12,701	-70%	-$544K	﹤0.01%	1332
2025 Q4	$845K	Sell	18,246 -116	-0.6%	-$4.69K	0.01%	742
2025 Q3	$753K	Sell	18,362 -72	-0.4%	-$2.8K	0.01%	786
2025 Q2	$623K	Buy	18,434 +310	+2%	+$9.59K	0.01%	829
2025 Q1	$555K	Buy	+18,124	New	+$604K	0.01%	744
2023 Q2	–	Sell	-32,769	Closed	-$699K	–	1081
2023 Q1	$699K	Buy	+32,769	New	+$684K	0.03%	516
2022 Q3	–	Sell	-1,756	Closed	-$29K	–	1544
2022 Q2	$29K	Sell	1,756 -1,544	-47%	-$27.1K	﹤0.01%	1135
2022 Q1	$64K	Buy	+3,300	New	+$62.4K	﹤0.01%	1267
2020 Q4	–	Sell	-1,410	Closed	-$16K	–	1515
2020 Q3	$16K	Buy	+1,410	New	+$16.9K	0.01%	971

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

Prospera Financial Services's UBS Position: Q2 2026 in Review

Prospera Financial Services sold out of UBS Group (UBS) in Q2 2026, closing a stake of 5,545 shares — an estimated $217K sold.

Prospera Financial Services first reported a position in UBS in Q3 2020 and held it in 9 quarters. The position peaked at $845K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Prospera Financial Services reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Prospera Financial Services sold 5,545 UBS Group shares in Q2 2026, an estimated $217K.
Prospera Financial Services first reported a position in UBS Group in Q3 2020 and held it in 9 quarters.
Prospera Financial Services's UBS Group position peaked at $845K in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.