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 Q2	–	Sell	-1,237	Closed	-$48.3K	–	2067
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 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

Twin Peaks Wealth Advisors's UBS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of UBS Group (UBS) in Q2 2026, closing a stake of 1,237 shares — an estimated $48.3K sold.

Twin Peaks Wealth Advisors first reported a position in UBS in Q2 2025 and held it in 2 quarters. The position peaked at $48.3K in Q1 2026. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,237 UBS Group shares in Q2 2026, an estimated $48.3K.
Twin Peaks Wealth Advisors first reported a position in UBS Group in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's UBS Group position peaked at $48.3K in Q1 2026.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.