SYM Financial Corp
UBS icon

SYM Financial Corp’s UBS Group UBS Stock Holding History

SYM Financial Corp’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
Q3 		$259K Buy
5,384
+402
+8% +$21.1K 0.02% 331
2026
Q2 		$247K Buy
+4,982
New +$227K 0.02% 313
2026
Q1 		– Sell
-4,597
Closed -$213K – 460
2025
Q4 		$213K Buy
+4,597
New +$186K 0.02% 306

Other funds holding UBS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SYM Financial Corp's UBS Position: Q3 2026 in Review

SYM Financial Corp increased its UBS Group (UBS) stake by 8.1% in Q3 2026, buying an estimated $21.1K and bringing the position to 5,384 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #331.

SYM Financial Corp first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • SYM Financial Corp held 5,384 shares of UBS Group worth $259K as of Q3 2026.
  • SYM Financial Corp bought 402 UBS Group shares in Q3 2026, an estimated $21.1K.
  • UBS Group made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #331 holding.
  • SYM Financial Corp first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.