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Sowell Financial Services’s UBS Group UBS Stock Holding History

Sowell Financial Services’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 		$246K Buy
+4,965
New +$226K 0.01% 967
2026
Q1 		– Sell
-4,868
Closed -$225K – 1189
2025
Q4 		$225K Buy
+4,868
New +$197K 0.01% 969
2025
Q1 		– Sell
-10,713
Closed -$325K – 1040
2024
Q4 		$325K Sell
10,713
-770
-7% -$24.4K 0.02% 460
2024
Q3 		$355K Sell
11,483
-292
-2% -$8.78K 0.02% 484
2024
Q2 		$348K Buy
11,775
+8
+0.1% +$238 0.02% 478
2024
Q1 		$361K Buy
11,767
+1,652
+16% +$48.8K 0.02% 497
2023
Q4 		$313K Buy
+10,115
New +$266K 0.02% 493
2021
Q2 		– Sell
-790
Closed -$12K – 2574
2021
Q1 		$12K Sell
790
-504
-39% -$7.75K ﹤0.01% 2252
2020
Q4 		$18K Buy
1,294
+935
+260% +$12.4K ﹤0.01% 1784
2020
Q3 		$4K Sell
359
-635
-64% -$7.61K ﹤0.01% 2085
2020
Q2 		$11K Sell
994
-203
-17% -$2.09K ﹤0.01% 1671
2020
Q1 		$11K Buy
1,197
+367
+44% +$4.23K ﹤0.01% 1589
2019
Q4 		$10K Sell
830
-362
-30% -$4.3K ﹤0.01% 1691
2019
Q3 		$13K Buy
+1,192
New +$13.4K ﹤0.01% 1452

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

Sowell Financial Services's UBS Position: Q2 2026 in Review

Sowell Financial Services opened a new position in UBS Group (UBS) in Q2 2026: 4,965 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in UBS as recently as Q4 2025.

Sowell Financial Services first reported a position in UBS in Q3 2019 and has held it in 14 quarters since. The position peaked at $361K in Q1 2024. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Sowell Financial Services held 4,965 shares of UBS Group worth $246K as of Q2 2026.
  • UBS Group was a new Sowell Financial Services position in Q2 2026.
  • UBS Group made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #967 holding.
  • Sowell Financial Services first reported a position in UBS Group in Q3 2019 and has held it in 14 quarters since.
  • Sowell Financial Services's UBS Group position peaked at $361K in Q1 2024.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.