True Wealth Design’s UBS Group UBS Stock Holding History

True Wealth Design’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	$45.1K	Buy	910 +4	+0.4%	+$182	0.01%	530
2026 Q1	$35.4K	Buy	906 +477	+111%	+$20.4K	0.01%	503
2025 Q4	$19.9K	Sell	429 -155	-27%	-$6.26K	0.01%	610
2025 Q3	$23.9K	Buy	+584	New	+$22.7K	0.01%	546

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

True Wealth Design's UBS Position: Q2 2026 in Review

True Wealth Design increased its UBS Group (UBS) stake by 0.44% in Q2 2026, buying an estimated $182 and bringing the position to 910 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #530.

True Wealth Design first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

True Wealth Design held 910 shares of UBS Group worth $45.1K as of Q2 2026.
True Wealth Design bought 4 UBS Group shares in Q2 2026, an estimated $182.
UBS Group made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #530 holding.
True Wealth Design first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.