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Transamerica Financial Advisors’s UBS Group UBS Stock Holding History

Transamerica Financial Advisors’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 		$34.6K Buy
697
+286
+70% +$13K ﹤0.01% 760
2026
Q1 		$16.1K Sell
411
-36
-8% -$1.54K ﹤0.01% 839
2025
Q4 		$20.7K Buy
+447
New +$18.1K ﹤0.01% 714

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

Transamerica Financial Advisors's UBS Position: Q2 2026 in Review

Transamerica Financial Advisors increased its UBS Group (UBS) stake by 70% in Q2 2026, buying an estimated $13K and bringing the position to 697 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Transamerica Financial Advisors first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Transamerica Financial Advisors held 697 shares of UBS Group worth $34.6K as of Q2 2026.
  • Transamerica Financial Advisors bought 286 UBS Group shares in Q2 2026, an estimated $13K.
  • UBS Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #760 holding.
  • Transamerica Financial Advisors first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.