Synergy Investment Management’s UBS Group UBS Stock Holding History

Synergy Investment 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	$1.97K	Buy	+38	New	+$1.73K	﹤0.01%	897

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

Synergy Investment Management's UBS Position: Q2 2026 in Review

Synergy Investment Management opened a new position in UBS Group (UBS) in Q2 2026: 38 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Synergy Investment Management held 38 shares of UBS Group worth $1.97K as of Q2 2026.
UBS Group was a new Synergy Investment Management position in Q2 2026.
UBS Group made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #897 holding.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.