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United Financial Planning Group’s UBS Group UBS Stock Holding History

United Financial Planning Group’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 		– Sell
-244
Closed -$11.3K – 627
2025
Q4 		$11.3K Buy
+244
New +$9.86K 0.01% 189

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

United Financial Planning Group's UBS Position: Q1 2026 in Review

United Financial Planning Group sold out of UBS Group (UBS) in Q1 2026, closing a stake of 244 shares — an estimated $11.3K sold.

United Financial Planning Group first reported a position in UBS in Q4 2025 and held it in 1 quarter. The position peaked at $11.3K in Q4 2025. 687 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • United Financial Planning Group reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 244 UBS Group shares in Q1 2026, an estimated $11.3K.
  • United Financial Planning Group first reported a position in UBS Group in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's UBS Group position peaked at $11.3K in Q4 2025.
  • 687 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.