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Twin Peaks Wealth Advisors’s UBS Group UBS Stock Holding History

Twin Peaks Wealth 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
Q1 		$48.3K Buy
+1,237
New +$52.9K 0.01% 445
2025
Q3 		– Sell
-978
Closed -$38.7K – 1994
2025
Q2 		$38.7K Buy
+978
New +$30.3K 0.01% 400

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Twin Peaks Wealth Advisors's UBS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in UBS Group (UBS) in Q1 2026: 1,237 shares worth $48.3K. The stake represents 0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in UBS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in UBS in Q2 2025 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,237 shares of UBS Group worth $48.3K as of Q1 2026.
  • UBS Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • UBS Group made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #445 holding.
  • Twin Peaks Wealth Advisors first reported a position in UBS Group in Q2 2025 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.