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Simplicity Wealth’s UBS Group UBS Stock Holding History

Simplicity Wealth’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 		$305K Buy
+6,164
New +$281K 0.01% 830
2024
Q3 		– Sell
-10,527
Closed -$311K – 1157
2024
Q2 		$311K Sell
10,527
-1,207
-10% -$35.9K 0.01% 933
2024
Q1 		$360K Buy
+11,734
New +$347K 0.01% 851

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

Simplicity Wealth's UBS Position: Q2 2026 in Review

Simplicity Wealth opened a new position in UBS Group (UBS) in Q2 2026: 6,164 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in UBS as recently as Q2 2024.

Simplicity Wealth first reported a position in UBS in Q1 2024 and has held it in 3 quarters since. The position peaked at $360K in Q1 2024. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Simplicity Wealth held 6,164 shares of UBS Group worth $305K as of Q2 2026.
  • UBS Group was a new Simplicity Wealth position in Q2 2026.
  • UBS Group made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #830 holding.
  • Simplicity Wealth first reported a position in UBS Group in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's UBS Group position peaked at $360K in Q1 2024.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.