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 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

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

SYM Financial Corp's UBS Position: Q2 2026 in Review

SYM Financial Corp opened a new position in UBS Group (UBS) in Q2 2026: 4,982 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #313 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in UBS as recently as Q4 2025.

SYM Financial Corp first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

SYM Financial Corp held 4,982 shares of UBS Group worth $247K as of Q2 2026.
UBS Group was a new SYM Financial Corp position in Q2 2026.
UBS Group made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #313 holding.
SYM Financial Corp first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.