PUREfi Wealth’s UBS Group UBS Stock Holding History

PUREfi Wealth’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	$455K	Buy	9,178 +814	+10%	+$37.1K	0.25%	104
2026 Q1	$327K	Buy	8,364 +1,424	+21%	+$60.9K	0.21%	126
2025 Q4	$321K	Buy	+6,940	New	+$280K	0.25%	110

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

PUREfi Wealth's UBS Position: Q2 2026 in Review

PUREfi Wealth increased its UBS Group (UBS) stake by 9.7% in Q2 2026, buying an estimated $37.1K and bringing the position to 9,178 shares worth $455K. The position accounts for 0.25% of the portfolio, ranked #104.

PUREfi Wealth first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

PUREfi Wealth held 9,178 shares of UBS Group worth $455K as of Q2 2026.
PUREfi Wealth bought 814 UBS Group shares in Q2 2026, an estimated $37.1K.
UBS Group made up 0.25% of PUREfi Wealth's portfolio in Q2 2026, its #104 holding.
PUREfi Wealth first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.