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Retirement Wealth Solutions’s UBS Group UBS Stock Holding History

Retirement Wealth Solutions’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 		$11.9K Buy
241
+2
+0.8% +$91 0.01% 209
2026
Q1 		$9.34K Buy
239
+4
+2% +$171 0.01% 216
2025
Q4 		$10.9K Sell
235
-9
-4% -$364 0.01% 218
2025
Q3 		$10K Buy
+244
New +$9.48K 0.01% 227

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Retirement Wealth Solutions's UBS Position: Q2 2026 in Review

Retirement Wealth Solutions increased its UBS Group (UBS) stake by 0.84% in Q2 2026, buying an estimated $91 and bringing the position to 241 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #209.

Retirement Wealth Solutions first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Retirement Wealth Solutions held 241 shares of UBS Group worth $11.9K as of Q2 2026.
  • Retirement Wealth Solutions bought 2 UBS Group shares in Q2 2026, an estimated $91.
  • UBS Group made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #209 holding.
  • Retirement Wealth Solutions first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.