Raymond James Financial
UBS icon

Raymond James Financial’s UBS Group UBS Stock Holding History

Raymond James Financial’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 		$38.5M Buy
776,059
+90,042
+13% +$4.1M 0.01% 1086
2026
Q1 		$26.8M Sell
686,017
-5,367
-0.8% -$230K 0.01% 1271
2025
Q4 		$32M Buy
691,384
+94,586
+16% +$3.82M 0.01% 1116
2025
Q3 		$24.5M Buy
596,798
+75,744
+15% +$2.94M 0.01% 1276
2025
Q2 		$17.6M Sell
521,054
-272,431
-34% -$8.43M 0.01% 1466
2025
Q1 		$24.3M Sell
793,485
-243,752
-24% -$8.13M 0.01% 1162
2024
Q4 		$31.4M Buy
+1,037,237
New +$32.9M 0.01% 1004

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

Raymond James Financial's UBS Position: Q2 2026 in Review

Raymond James Financial increased its UBS Group (UBS) stake by 13% in Q2 2026, buying an estimated $4.1M and bringing the position to 776,059 shares worth $38.5M. The position accounts for 0.01% of the portfolio, ranked #1086.

Raymond James Financial first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Raymond James Financial held 776,059 shares of UBS Group worth $38.5M as of Q2 2026.
  • Raymond James Financial bought 90,042 UBS Group shares in Q2 2026, an estimated $4.1M.
  • UBS Group made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1086 holding.
  • Raymond James Financial first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 766 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.