Zhang Financial’s UBS Group UBS Stock Holding History

Zhang Financial’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	$350K	Hold	7,061	–	–	0.01%	314
2026 Q1	$276K	Sell	7,061 -212	-3%	-$9.07K	0.01%	315
2025 Q4	$337K	Hold	7,273	–	–	0.01%	256
2025 Q3	$298K	Sell	7,273 -1,242	-15%	-$48.2K	0.01%	265
2025 Q2	$288K	Sell	8,515 -412	-5%	-$12.7K	0.01%	251
2025 Q1	$273K	Sell	8,927 -31,284	-78%	-$1.04M	0.01%	255
2024 Q4	$1.22M	Buy	40,211 +5,571	+16%	+$177K	0.07%	137
2024 Q3	$1.07M	Buy	34,640 +2,640	+8%	+$79.3K	0.07%	141
2024 Q2	$945K	Sell	32,000 -2,337	-7%	-$69.5K	0.07%	143
2024 Q1	$1.05M	Buy	34,337 +11,255	+49%	+$332K	0.08%	139
2023 Q4	$713K	Sell	23,082 -930	-4%	-$24.5K	0.06%	153
2023 Q3	$592K	Buy	24,012 +2,392	+11%	+$55.9K	0.06%	148
2023 Q2	$438K	Buy	21,620 +4,810	+29%	+$96.7K	0.05%	168
2023 Q1	$359K	Sell	16,810 -806	-5%	-$16.8K	0.04%	178
2022 Q4	$329K	Buy	17,616 +7,156	+68%	+$122K	0.04%	181
2022 Q3	$152K	Buy	+10,460	New	+$167K	0.02%	211

Other funds holding UBS

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

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

CDDEC

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

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Zhang Financial's UBS Position: Q2 2026 in Review

Zhang Financial held its UBS Group (UBS) position steady in Q2 2026 at 7,061 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #314.

Zhang Financial first reported a position in UBS in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q4 2024. 285 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Zhang Financial held 7,061 shares of UBS Group worth $350K as of Q2 2026.
Zhang Financial left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #314 holding.
Zhang Financial first reported a position in UBS Group in Q3 2022 and has held it in 16 quarters since.
Zhang Financial's UBS Group position peaked at $1.22M in Q4 2024.
285 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.