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RPg Family Wealth Advisory’s UBS Group UBS Stock Holding History

RPg Family Wealth Advisory’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
Q1 		$8.19M Sell
209,548
-2,562
-1% -$110K 1.71% 18
2025
Q4 		$9.82M Buy
212,110
+57,191
+37% +$2.31M 2.16% 9
2025
Q3 		$6.35M Sell
154,919
-429
-0.3% -$16.7K 1.39% 28
2025
Q2 		$5.25M Sell
155,348
-126,682
-45% -$3.92M 1.4% 27
2025
Q1 		$8.64M Buy
282,030
+5,261
+2% +$175K 2.46% 9
2024
Q4 		$8.39M Buy
276,769
+10,819
+4% +$343K 2.97% 10
2024
Q3 		$8.22M Buy
265,950
+1,866
+0.7% +$56.1K 2.65% 12
2024
Q2 		$7.8M Sell
264,084
-182
-0.1% -$5.41K 2.57% 7
2024
Q1 		$8.12M Buy
264,266
+131,838
+100% +$3.89M 2.57% 4
2023
Q4 		$4.09M Buy
+132,428
New +$3.48M 1.51% 28
2018
Q4 		– Sell
-687
Closed -$10.8K – 267
2018
Q3 		$10.8K Buy
+687
New +$10.8K 0.01% 244
2016
Q3 		– Sell
-1,042
Closed -$13.5K – 269
2016
Q2 		$13.5K Sell
1,042
-530
-34% -$8.1K 0.01% 229
2016
Q1 		$25.2K Sell
1,572
-7
-0.4% -$114 0.02% 169
2015
Q4 		$30.6K Buy
+1,579
New +$30.8K 0.03% 122

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return