Strategic Wealth Partners’s UBS Group UBS Stock Holding History

Strategic 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	$16K	Buy	323 +254	+368%	+$11.6K	﹤0.01%	810
2026 Q1	$2.7K	Hold	69	–	–	﹤0.01%	1138
2025 Q4	$3.19K	Hold	69	–	–	﹤0.01%	1134
2025 Q3	$2.83K	Sell	69 -186	-73%	-$7.22K	﹤0.01%	1132
2025 Q2	$8.62K	Buy	+255	New	+$7.89K	﹤0.01%	812
2019 Q2	–	Sell	-437	Closed	-$5K	–	823
2019 Q1	$5K	Buy	+437	New	+$5.54K	﹤0.01%	640
2018 Q2	–	Sell	-685	Closed	-$12K	–	832
2018 Q1	$12K	Buy	+685	New	+$13K	0.01%	471

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

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

Strategic Wealth Partners increased its UBS Group (UBS) stake by 368% in Q2 2026, buying an estimated $11.6K and bringing the position to 323 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Strategic Wealth Partners first reported a position in UBS in Q1 2018 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Strategic Wealth Partners held 323 shares of UBS Group worth $16K as of Q2 2026.
Strategic Wealth Partners bought 254 UBS Group shares in Q2 2026, an estimated $11.6K.
UBS Group made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #810 holding.
Strategic Wealth Partners first reported a position in UBS Group in Q1 2018 and has held it in 7 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.