Warren Street Wealth Advisors’s UBS Group UBS Stock Holding History

Warren Street 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	$220K	Buy	+4,440	New	+$202K	0.05%	135

Other funds holding UBS

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Warren Street Wealth Advisors's UBS Position: Q2 2026 in Review

Warren Street Wealth Advisors opened a new position in UBS Group (UBS) in Q2 2026: 4,440 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings.

412 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Warren Street Wealth Advisors held 4,440 shares of UBS Group worth $220K as of Q2 2026.
UBS Group was a new Warren Street Wealth Advisors position in Q2 2026.
UBS Group made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #135 holding.
412 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.