Abound Wealth Management

Position in UBS — UBS Group AG

CIK 1950323 FRANKLIN, TN

Position in UBS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$8,920

+$1,888 QoQ

Shares Held

180

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#677

of 758 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $1,753,365 across 13 Banks - Diversified names. UBS ranks #7 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,520	$1,152,201
2	BAC	Bank Of America Corp /De/	5,360	$305,412
3	WFC	Wells Fargo & Company/Mn	2,041	$168,668
4	C	Citigroup Inc	418	$58,503
5	BCS	Barclays PLC	756	$20,306
6	ING	Ing Groep NV	553	$17,353
7	UBS	UBS Group AG This page	180	$8,920
8	BNS	Bank Of Nova Scotia	98	$8,510

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,920	180	0.0%	Shares	Sole	2026-07-10
2026-03-31	$7,032	180	-25.3%	Shares	Sole	2026-04-10
2025-12-31	$11,160	241	+23.0%	Shares	Sole	2026-01-12
2025-09-30	$8,036	196	+600.0%	Shares	Sole	2025-10-10
2025-06-30	$946	28	0.0%	Shares	Sole	2025-07-14
2025-03-31	$857	28	-40.4%	Shares	Sole	2025-04-17
2024-12-31	$1,425	47	+9.3%	Shares	Sole	2025-01-13
2024-09-30	$1,329	43	+115.0%	Shares	Sole	2024-11-04
2024-06-30	$590	20	-71.8%	Shares	Sole	2024-08-09
2024-03-31	$2,181	71	-7.8%	Shares	Sole	2024-08-08
2023-12-31	$2,379	77	-3.8%	Shares	Sole	2024-08-08
2023-09-30	$1,972	80	0.0%	Shares	Sole	2024-08-08
2023-06-30	$1,621	80	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.