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 Q2	$10.6M	Buy	213,729 +4,181	+2%	+$190K	1.77%	16
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 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

RPg Family Wealth Advisory's UBS Position: Q2 2026 in Review

RPg Family Wealth Advisory increased its UBS Group (UBS) stake by 2% in Q2 2026, buying an estimated $190K and bringing the position to 213,729 shares worth $10.6M. The position accounts for 1.77% of the portfolio, ranked #16.

RPg Family Wealth Advisory first reported a position in UBS in Q4 2015 and has held it in 15 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

RPg Family Wealth Advisory held 213,729 shares of UBS Group worth $10.6M as of Q2 2026.
RPg Family Wealth Advisory bought 4,181 UBS Group shares in Q2 2026, an estimated $190K.
UBS Group made up 1.77% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #16 holding.
RPg Family Wealth Advisory first reported a position in UBS Group in Q4 2015 and has held it in 15 quarters since.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.