Wealthspire Advisors (New York)’s UBS Group UBS Stock Holding History

Wealthspire Advisors (New York)’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	$392K	Buy	7,919 +1,443	+22%	+$65.7K	﹤0.01%	888
2026 Q1	$253K	Sell	6,476 -9,005	-58%	-$385K	﹤0.01%	781
2025 Q4	$717K	Buy	15,481 +9,834	+174%	+$397K	0.01%	512
2025 Q3	$232K	Sell	5,647 -585	-9%	-$22.7K	﹤0.01%	749
2025 Q2	$211K	Buy	+6,232	New	+$193K	﹤0.01%	780
2019 Q1	–	Sell	-1,877	Closed	-$23K	–	742
2018 Q4	$23K	Buy	+1,877	New	+$25.5K	﹤0.01%	315

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

Wealthspire Advisors (New York)'s UBS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its UBS Group (UBS) stake by 22% in Q2 2026, buying an estimated $65.7K and bringing the position to 7,919 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Wealthspire Advisors (New York) first reported a position in UBS in Q4 2018 and has held it in 6 quarters since. The position peaked at $717K in Q4 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Wealthspire Advisors (New York) held 7,919 shares of UBS Group worth $392K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,443 UBS Group shares in Q2 2026, an estimated $65.7K.
UBS Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #888 holding.
Wealthspire Advisors (New York) first reported a position in UBS Group in Q4 2018 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s UBS Group position peaked at $717K in Q4 2025.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.