Toth Financial Advisory’s UBS Group UBS Stock Holding History

Toth Financial Advisory’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	–	Sell	-3	Closed	-$118	–	1013
2026 Q1	$118	Hold	3	–	–	﹤0.01%	895
2025 Q4	$139	Buy	+3	New	+$121	﹤0.01%	875

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

Toth Financial Advisory's UBS Position: Q2 2026 in Review

Toth Financial Advisory sold out of UBS Group (UBS) in Q2 2026, closing a stake of 3 shares — an estimated $118 sold.

Toth Financial Advisory first reported a position in UBS in Q4 2025 and held it in 2 quarters. The position peaked at $139 in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Toth Financial Advisory reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 3 UBS Group shares in Q2 2026, an estimated $118.
Toth Financial Advisory first reported a position in UBS Group in Q4 2025 and held it in 2 quarters.
Toth Financial Advisory's UBS Group position peaked at $139 in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.