Winch Advisory Services’s UBS Group UBS Stock Holding History

Winch Advisory Services’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	$15K	Buy	+303	New	+$13.8K	﹤0.01%	292
2026 Q1	–	Sell	-233	Closed	-$10.8K	–	525
2025 Q4	$10.8K	Hold	233	–	–	﹤0.01%	301
2025 Q3	$9.56K	Hold	233	–	–	﹤0.01%	307
2025 Q2	$7.88K	Buy	233 +6	+3%	+$186	﹤0.01%	321
2025 Q1	$6.96K	Hold	227	–	–	﹤0.01%	316
2024 Q4	$6.89K	Hold	227	–	–	﹤0.01%	335
2024 Q3	$7.02K	Hold	227	–	–	﹤0.01%	291
2024 Q2	$6.71K	Buy	227 +5	+2%	+$149	﹤0.01%	292
2024 Q1	$6.83K	Hold	222	–	–	﹤0.01%	290
2023 Q4	$6.87K	Hold	222	–	–	﹤0.01%	287
2023 Q3	$5K	Hold	222	–	–	﹤0.01%	307
2023 Q2	$5K	Buy	+222	New	+$4.46K	﹤0.01%	307

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

Winch Advisory Services's UBS Position: Q2 2026 in Review

Winch Advisory Services opened a new position in UBS Group (UBS) in Q2 2026: 303 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Winch Advisory Services previously reported a position in UBS as recently as Q4 2025.

Winch Advisory Services first reported a position in UBS in Q2 2023 and has held it in 12 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Winch Advisory Services held 303 shares of UBS Group worth $15K as of Q2 2026.
UBS Group was a new Winch Advisory Services position in Q2 2026.
UBS Group made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #292 holding.
Winch Advisory Services first reported a position in UBS Group in Q2 2023 and has held it in 12 quarters since.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.