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Advisornet Financial’s UBS Group UBS Stock Holding History

Advisornet 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 		$13.8K Hold
279
– – ﹤0.01% 1493
2026
Q1 		$10.9K Hold
279
– – ﹤0.01% 1520
2025
Q4 		$12.9K Buy
279
+232
+494% +$9.37K ﹤0.01% 1467
2025
Q3 		$1.93K Sell
47
-134
-74% -$5.2K ﹤0.01% 1876
2025
Q2 		$6.12K Buy
181
+134
+285% +$4.15K ﹤0.01% 1622
2025
Q1 		$1.44K Sell
47
-100
-68% -$3.33K ﹤0.01% 1839
2024
Q4 		$4.46K Buy
147
+100
+213% +$3.17K ﹤0.01% 1492
2024
Q3 		$1.45K Hold
47
– – ﹤0.01% 1842
2024
Q2 		$1.39K Hold
47
– – ﹤0.01% 1719
2024
Q1 		$1.44K Buy
+47
New +$1.39K ﹤0.01% 1665
2023
Q3 		– Sell
-994
Closed -$20.1K – 2419
2023
Q2 		$20.1K Hold
994
– – ﹤0.01% 1092
2023
Q1 		$21.2K Sell
994
-272
-21% -$5.67K ﹤0.01% 1058
2022
Q4 		$23.6K Hold
1,266
– – ﹤0.01% 1004
2022
Q3 		$18K Sell
1,266
-470
-27% -$7.52K ﹤0.01% 1154
2022
Q2 		$28K Sell
1,736
-1,700
-49% -$29.8K ﹤0.01% 1028
2022
Q1 		$67K Hold
3,436
– – ﹤0.01% 873
2021
Q4 		$61K Sell
3,436
-349
-9% -$6.14K ﹤0.01% 945
2021
Q3 		$60K Hold
3,785
– – ﹤0.01% 948
2021
Q2 		$58K Hold
3,785
– – ﹤0.01% 942
2021
Q1 		$59K Hold
3,785
– – ﹤0.01% 893
2020
Q4 		$53K Sell
3,785
-3,790
-50% -$50.2K ﹤0.01% 853
2020
Q3 		$84K Sell
7,575
-240
-3% -$2.88K 0.01% 721
2020
Q2 		$90K Buy
7,815
+452
+6% +$4.66K 0.01% 698
2020
Q1 		$68K Buy
7,363
+163
+2% +$1.88K 0.01% 707
2019
Q4 		$91K Buy
7,200
+1,945
+37% +$23.1K 0.01% 711
2019
Q3 		$59K Hold
5,255
– – 0.01% 844
2019
Q2 		$62K Buy
5,255
+3,955
+304% +$48.5K 0.01% 744
2019
Q1 		$16K Hold
1,300
– – ﹤0.01% 1066
2018
Q4 		$16K Sell
1,300
-220
-14% -$2.98K ﹤0.01% 987
2018
Q3 		$24K Sell
1,520
-146
-9% -$2.29K ﹤0.01% 916
2018
Q2 		$26K Buy
1,666
+677
+68% +$11K ﹤0.01% 881
2018
Q1 		$17K Sell
989
-971
-50% -$18.5K ﹤0.01% 961
2017
Q4 		$36K Buy
+1,960
New +$34.1K 0.01% 732

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Advisornet Financial's UBS Position: Q2 2026 in Review

Advisornet Financial held its UBS Group (UBS) position steady in Q2 2026 at 279 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Advisornet Financial first reported a position in UBS in Q4 2017 and has held it in 33 quarters since. The position peaked at $91K in Q4 2019. 161 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Advisornet Financial held 279 shares of UBS Group worth $13.8K as of Q2 2026.
  • Advisornet Financial left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1493 holding.
  • Advisornet Financial first reported a position in UBS Group in Q4 2017 and has held it in 33 quarters since.
  • Advisornet Financial's UBS Group position peaked at $91K in Q4 2019.
  • 161 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.