Seed Wealth Management’s UBS Group UBS Stock Holding History

Seed Wealth Management’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	$580K	Hold	11,695	–	–	0.37%	46
2026 Q1	$457K	Hold	11,695	–	–	0.31%	51
2025 Q4	$542K	Sell	11,695 -250	-2%	-$10.1K	0.37%	45
2025 Q3	$490K	Sell	11,945 -300	-2%	-$11.7K	0.34%	52
2025 Q2	$414K	Sell	12,245 -890	-7%	-$27.5K	0.31%	84
2025 Q1	$402K	Hold	13,135	–	–	0.33%	80
2024 Q4	$398K	Hold	13,135	–	–	0.32%	80
2024 Q3	$406K	Hold	13,135	–	–	0.32%	80
2024 Q2	$388K	Buy	13,135 +890	+7%	+$26.5K	0.34%	76
2024 Q1	$373K	Sell	12,245 -890	-7%	-$26.3K	0.36%	73
2023 Q4	$399K	Hold	13,135	–	–	0.4%	65
2023 Q3	$324K	Hold	13,135	–	–	0.36%	75
2023 Q2	$266K	Hold	13,135	–	–	0.28%	92
2023 Q1	$280K	Hold	13,135	–	–	0.32%	80
2022 Q4	$245K	Buy	+13,135	New	+$223K	0.28%	91

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

Seed Wealth Management's UBS Position: Q2 2026 in Review

Seed Wealth Management held its UBS Group (UBS) position steady in Q2 2026 at 11,695 shares worth $580K. The position accounts for 0.37% of the portfolio, ranked #46.

Seed Wealth Management first reported a position in UBS in Q4 2022 and has held it in 15 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Seed Wealth Management held 11,695 shares of UBS Group worth $580K as of Q2 2026.
Seed Wealth Management left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.37% of Seed Wealth Management's portfolio in Q2 2026, its #46 holding.
Seed Wealth Management first reported a position in UBS Group in Q4 2022 and has held it in 15 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.