Syverson Strege & Co’s UBS Group UBS Stock Holding History

Syverson Strege & Co’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	$249K	Sell	5,021 -328	-6%	-$14.9K	0.05%	154
2026 Q1	$209K	Sell	5,349 -392	-7%	-$16.8K	0.05%	161
2025 Q4	$266K	Sell	5,741 -137	-2%	-$5.54K	0.06%	127
2025 Q3	$241K	Sell	5,878 -1,013	-15%	-$39.3K	0.06%	138
2025 Q2	$233K	Buy	+6,891	New	+$213K	0.06%	145
2023 Q2	–	Sell	-811	Closed	-$17.3K	–	583
2023 Q1	$17.3K	Buy	+811	New	+$16.9K	0.01%	196
2021 Q4	–	Sell	-931	Closed	-$15K	–	475
2021 Q3	$15K	Buy	+931	New	+$15.1K	0.01%	204

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

Syverson Strege & Co's UBS Position: Q2 2026 in Review

Syverson Strege & Co reduced its UBS Group (UBS) stake by 6.1% in Q2 2026, selling an estimated $14.9K and leaving 5,021 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #154.

Syverson Strege & Co first reported a position in UBS in Q3 2021 and has held it in 7 quarters since. The position peaked at $266K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Syverson Strege & Co held 5,021 shares of UBS Group worth $249K as of Q2 2026.
Syverson Strege & Co sold 328 UBS Group shares in Q2 2026, an estimated $14.9K.
UBS Group made up 0.05% of Syverson Strege & Co's portfolio in Q2 2026, its #154 holding.
Syverson Strege & Co first reported a position in UBS Group in Q3 2021 and has held it in 7 quarters since.
Syverson Strege & Co's UBS Group position peaked at $266K in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.