S Harris Financial Group’s UBS Group UBS Stock Holding History

S Harris Financial Group’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	$233K	Buy	+4,700	New	+$214K	0.18%	99

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

S Harris Financial Group's UBS Position: Q2 2026 in Review

S Harris Financial Group opened a new position in UBS Group (UBS) in Q2 2026: 4,700 shares worth $233K. The stake represents 0.18% of the portfolio and ranks #99 among its holdings.

759 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

S Harris Financial Group held 4,700 shares of UBS Group worth $233K as of Q2 2026.
UBS Group was a new S Harris Financial Group position in Q2 2026.
UBS Group made up 0.18% of S Harris Financial Group's portfolio in Q2 2026, its #99 holding.
759 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.