Westover Capital Advisors’s UBS Group UBS Stock Holding History

Westover Capital 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	$362K	Hold	7,300	–	–	0.06%	190
2026 Q1	$285K	Hold	7,300	–	–	0.05%	200
2025 Q4	$338K	Hold	7,300	–	–	0.06%	186
2025 Q3	$299K	Hold	7,300	–	–	0.06%	187
2025 Q2	$247K	Sell	7,300 -533	-7%	-$16.5K	0.05%	202
2025 Q1	$240K	Buy	7,833 +533	+7%	+$17.8K	0.05%	212
2024 Q4	$221K	Hold	7,300	–	–	0.05%	221
2024 Q3	$226K	Hold	7,300	–	–	0.04%	229
2024 Q2	$216K	Buy	+7,300	New	+$217K	0.06%	201

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

Westover Capital Advisors's UBS Position: Q2 2026 in Review

Westover Capital Advisors held its UBS Group (UBS) position steady in Q2 2026 at 7,300 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #190.

Westover Capital Advisors first reported a position in UBS in Q2 2024 and has held it in 9 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Westover Capital Advisors held 7,300 shares of UBS Group worth $362K as of Q2 2026.
Westover Capital Advisors left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.06% of Westover Capital Advisors's portfolio in Q2 2026, its #190 holding.
Westover Capital Advisors first reported a position in UBS Group in Q2 2024 and has held it in 9 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.