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Spire Wealth Management’s UBS Group UBS Stock Holding History

Spire 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 		$23.4K Sell
472
-11,798
-96% -$537K ﹤0.01% 1399
2026
Q1 		$479K Sell
12,270
-7
-0.1% -$300 0.02% 551
2025
Q4 		$569K Sell
12,277
-62
-0.5% -$2.5K 0.02% 514
2025
Q3 		$506K Sell
12,339
-1,085
-8% -$42.1K 0.02% 521
2025
Q2 		$454K Buy
13,424
+23
+0.2% +$712 0.02% 533
2025
Q1 		$410K Buy
13,401
+210
+2% +$7K 0.01% 630
2024
Q4 		$400K Sell
13,191
-383
-3% -$12.1K 0.01% 626
2024
Q3 		$420K Sell
13,574
-423
-3% -$12.7K 0.01% 559
2024
Q2 		$413K Sell
13,997
-3,990
-22% -$119K 0.01% 530
2024
Q1 		$553K Sell
17,987
-5,000
-22% -$148K 0.01% 496
2023
Q4 		$667K Sell
22,987
-679
-3% -$17.9K 0.02% 450
2023
Q3 		$583K Sell
23,666
-166
-0.7% -$3.88K 0.02% 448
2023
Q2 		$483K Buy
23,832
+2,352
+11% +$47.3K 0.02% 493
2023
Q1 		$458K Sell
21,480
-3,920
-15% -$81.8K 0.02% 514
2022
Q4 		$474K Buy
25,400
+4,677
+23% +$79.5K 0.03% 366
2022
Q3 		$301K Sell
20,723
-1,072
-5% -$17.2K 0.02% 443
2022
Q2 		$354K Buy
21,795
+249
+1% +$4.37K 0.01% 578
2022
Q1 		$421K Sell
21,546
-2,822
-12% -$53.4K 0.01% 628
2021
Q4 		$435K Buy
24,368
+2,822
+13% +$49.7K 0.01% 749
2021
Q3 		$343K Buy
21,546
+375
+2% +$6.07K 0.01% 712
2021
Q2 		$325K Sell
21,171
-1,068
-5% -$16.9K 0.01% 746
2021
Q1 		$346K Buy
+22,239
New +$342K 0.01% 797

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

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

Spire Wealth Management reduced its UBS Group (UBS) stake by 96% in Q2 2026, selling an estimated $537K and leaving 472 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Spire Wealth Management first reported a position in UBS in Q1 2021 and has held it in 22 quarters since. The position peaked at $667K in Q4 2023. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Spire Wealth Management held 472 shares of UBS Group worth $23.4K as of Q2 2026.
  • Spire Wealth Management sold 11,798 UBS Group shares in Q2 2026, an estimated $537K.
  • UBS Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1399 holding.
  • Spire Wealth Management first reported a position in UBS Group in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's UBS Group position peaked at $667K in Q4 2023.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.