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Advocate Investing Services’s UBS Group UBS Stock Holding History

Advocate Investing Services’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 		$1.98K Hold
40
– – ﹤0.01% 386
2026
Q1 		$1.56K Hold
40
– – ﹤0.01% 380
2025
Q4 		$1.85K Buy
+40
New +$1.62K ﹤0.01% 349

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

Advocate Investing Services's UBS Position: Q2 2026 in Review

Advocate Investing Services held its UBS Group (UBS) position steady in Q2 2026 at 40 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Advocate Investing Services first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Advocate Investing Services held 40 shares of UBS Group worth $1.98K as of Q2 2026.
  • Advocate Investing Services left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #386 holding.
  • Advocate Investing Services first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.