Wedbush Securities’s UBS Group UBS Stock Holding History

Wedbush Securities’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	$202K	Buy	+4,072	New	+$185K	0.01%	1212
2024 Q3	–	Sell	-12,967	Closed	-$383K	–	1244
2024 Q2	$383K	Sell	12,967 -4,416	-25%	-$131K	0.01%	738
2024 Q1	$534K	Buy	17,383 +10,630	+157%	+$314K	0.02%	618
2023 Q4	$209K	Buy	+6,753	New	+$178K	0.01%	943
2019 Q4	–	Sell	-19,146	Closed	-$217K	–	1033
2019 Q3	$217K	Buy	19,146 +812	+4%	+$9.14K	0.02%	788
2019 Q2	$217K	Buy	+18,334	New	+$225K	0.02%	784

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

Wedbush Securities's UBS Position: Q2 2026 in Review

Wedbush Securities opened a new position in UBS Group (UBS) in Q2 2026: 4,072 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #1212 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in UBS as recently as Q2 2024.

Wedbush Securities first reported a position in UBS in Q2 2019 and has held it in 6 quarters since. The position peaked at $534K in Q1 2024. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Wedbush Securities held 4,072 shares of UBS Group worth $202K as of Q2 2026.
UBS Group was a new Wedbush Securities position in Q2 2026.
UBS Group made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1212 holding.
Wedbush Securities first reported a position in UBS Group in Q2 2019 and has held it in 6 quarters since.
Wedbush Securities's UBS Group position peaked at $534K in Q1 2024.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.