Root Financial Partners’s UBS Group UBS Stock Holding History

Root Financial Partners’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	-11,583	Closed	-$453K	–	3002
2026 Q1	$453K	Sell	11,583 -4,604	-28%	-$197K	0.02%	180
2025 Q4	$750K	Buy	16,187 +803	+5%	+$32.4K	0.04%	120
2025 Q3	$631K	Buy	+15,384	New	+$597K	0.04%	121

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

Root Financial Partners's UBS Position: Q2 2026 in Review

Root Financial Partners sold out of UBS Group (UBS) in Q2 2026, closing a stake of 11,583 shares — an estimated $453K sold.

Root Financial Partners first reported a position in UBS in Q3 2025 and held it in 3 quarters. The position peaked at $750K in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Root Financial Partners reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 11,583 UBS Group shares in Q2 2026, an estimated $453K.
Root Financial Partners first reported a position in UBS Group in Q3 2025 and held it in 3 quarters.
Root Financial Partners's UBS Group position peaked at $750K in Q4 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.