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Addison Advisors’s UBS Group UBS Stock Holding History

Addison 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 		– Sell
-711
Closed -$27.8K – 989
2026
Q1 		$27.8K Hold
711
– – 0.01% 507
2025
Q4 		$32.9K Sell
711
-167
-19% -$6.75K 0.01% 481
2025
Q3 		$36K Buy
878
+167
+23% +$6.49K 0.01% 458
2025
Q2 		$24K Buy
711
+76
+12% +$2.35K 0.01% 512
2025
Q1 		$19.5K Buy
635
+70
+12% +$2.33K 0.01% 508
2024
Q4 		$17.1K Buy
565
+140
+33% +$4.44K ﹤0.01% 519
2024
Q3 		$13.1K Sell
425
-153
-26% -$4.6K ﹤0.01% 562
2024
Q2 		$17.1K Buy
+578
New +$17.2K 0.01% 501

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Addison Advisors's UBS Position: Q2 2026 in Review

Addison Advisors sold out of UBS Group (UBS) in Q2 2026, closing a stake of 711 shares — an estimated $27.8K sold.

Addison Advisors first reported a position in UBS in Q2 2024 and held it in 8 quarters. The position peaked at $36K in Q3 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Addison Advisors reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 711 UBS Group shares in Q2 2026, an estimated $27.8K.
  • Addison Advisors first reported a position in UBS Group in Q2 2024 and held it in 8 quarters.
  • Addison Advisors's UBS Group position peaked at $36K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.