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Tranquilli Financial Advisor’s UBS Group UBS Stock Holding History

Tranquilli Financial Advisor’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 		$248K Buy
+5,008
New +$228K 0.13% 122
2026
Q1 		– Sell
-4,621
Closed -$214K – 145
2025
Q4 		$214K Buy
+4,621
New +$187K 0.12% 124

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Tranquilli Financial Advisor's UBS Position: Q2 2026 in Review

Tranquilli Financial Advisor opened a new position in UBS Group (UBS) in Q2 2026: 5,008 shares worth $248K. The stake represents 0.13% of the portfolio and ranks #122 among its holdings. This is a return to the name: Tranquilli Financial Advisor previously reported a position in UBS as recently as Q4 2025.

Tranquilli Financial Advisor 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.

  • Tranquilli Financial Advisor held 5,008 shares of UBS Group worth $248K as of Q2 2026.
  • UBS Group was a new Tranquilli Financial Advisor position in Q2 2026.
  • UBS Group made up 0.13% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #122 holding.
  • Tranquilli Financial Advisor 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 Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.