Advisors Capital Management’s UBS Group UBS Stock Holding History

Advisors Capital Management’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	$1.69M	Sell	34,052 -35,904	-51%	-$1.64M	0.02%	299
2026 Q1	$2.73M	Buy	69,956 +4,993	+8%	+$214K	0.03%	257
2025 Q4	$3.01M	Buy	64,963 +4,271	+7%	+$173K	0.04%	252
2025 Q3	$2.49M	Buy	60,692 +8,044	+15%	+$312K	0.03%	256
2025 Q2	$1.78M	Buy	52,648 +16,102	+44%	+$498K	0.02%	261
2025 Q1	$1.12M	Sell	36,546 -4,339	-11%	-$145K	0.02%	280
2024 Q4	$1.24M	Buy	40,885 +15,477	+61%	+$491K	0.02%	279
2024 Q3	$785K	Sell	25,408 -4,575	-15%	-$137K	0.01%	315
2024 Q2	$886K	Buy	29,983 +1,429	+5%	+$42.5K	0.02%	302
2024 Q1	$877K	Buy	28,554 +928	+3%	+$27.4K	0.02%	304
2023 Q4	$854K	Sell	27,626 -1,098	-4%	-$28.9K	0.02%	298
2023 Q3	$708K	Sell	28,724 -180	-0.6%	-$4.2K	0.02%	276
2023 Q2	$586K	Buy	28,904 +224	+0.8%	+$4.5K	0.01%	296
2023 Q1	$612K	Buy	+28,680	New	+$598K	0.02%	279

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

Advisors Capital Management's UBS Position: Q2 2026 in Review

Advisors Capital Management reduced its UBS Group (UBS) stake by 51% in Q2 2026, selling an estimated $1.64M and leaving 34,052 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #299.

Advisors Capital Management first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.01M in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Advisors Capital Management held 34,052 shares of UBS Group worth $1.69M as of Q2 2026.
Advisors Capital Management sold 35,904 UBS Group shares in Q2 2026, an estimated $1.64M.
UBS Group made up 0.02% of Advisors Capital Management's portfolio in Q2 2026, its #299 holding.
Advisors Capital Management first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
Advisors Capital Management's UBS Group position peaked at $3.01M in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.