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Sagespring Wealth Partners’s UBS Group UBS Stock Holding History

Sagespring Wealth 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 		$800K Buy
16,144
+1,104
+7% +$50.3K 0.01% 402
2026
Q1 		$588K Sell
15,040
-853
-5% -$36.5K 0.01% 456
2025
Q4 		$736K Buy
15,893
+3,188
+25% +$129K 0.01% 378
2025
Q3 		$521K Buy
12,705
+315
+3% +$12.2K 0.01% 447
2025
Q2 		$419K Sell
12,390
-4,564
-27% -$141K 0.01% 481
2025
Q1 		$519K Buy
16,954
+1,030
+6% +$34.4K 0.01% 378
2024
Q4 		$483K Buy
+15,924
New +$505K 0.01% 359

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sagespring Wealth Partners's UBS Position: Q2 2026 in Review

Sagespring Wealth Partners increased its UBS Group (UBS) stake by 7.3% in Q2 2026, buying an estimated $50.3K and bringing the position to 16,144 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #402.

Sagespring Wealth Partners first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Sagespring Wealth Partners held 16,144 shares of UBS Group worth $800K as of Q2 2026.
  • Sagespring Wealth Partners bought 1,104 UBS Group shares in Q2 2026, an estimated $50.3K.
  • UBS Group made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #402 holding.
  • Sagespring Wealth Partners first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.