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Pure Financial Advisors’s UBS Group UBS Stock Holding History

Pure 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 		$206K Buy
+4,159
New +$189K ﹤0.01% 610
2026
Q1 		– Sell
-5,103
Closed -$236K – 591
2025
Q4 		$236K Sell
5,103
-2,287
-31% -$92.4K ﹤0.01% 471
2025
Q3 		$303K Buy
+7,390
New +$287K ﹤0.01% 392

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

Pure Financial Advisors's UBS Position: Q2 2026 in Review

Pure Financial Advisors opened a new position in UBS Group (UBS) in Q2 2026: 4,159 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Pure Financial Advisors previously reported a position in UBS as recently as Q4 2025.

Pure Financial Advisors first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $303K in Q3 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Pure Financial Advisors held 4,159 shares of UBS Group worth $206K as of Q2 2026.
  • UBS Group was a new Pure Financial Advisors position in Q2 2026.
  • UBS Group made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #610 holding.
  • Pure Financial Advisors first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • Pure Financial Advisors's UBS Group position peaked at $303K in Q3 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.