Aire Advisors’s UBS Group UBS Stock Holding History

Aire 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	$280K	Hold	5,647	–	–	0.05%	145
2026 Q1	$221K	Buy	5,647 +29	+0.5%	+$1.24K	0.04%	151
2025 Q4	$260K	Buy	5,618 +1	+0%	+$40	0.05%	136
2025 Q3	$230K	Buy	+5,617	New	+$218K	0.04%	148

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

Aire Advisors's UBS Position: Q2 2026 in Review

Aire Advisors held its UBS Group (UBS) position steady in Q2 2026 at 5,647 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #145.

Aire Advisors first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Aire Advisors held 5,647 shares of UBS Group worth $280K as of Q2 2026.
Aire Advisors left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.05% of Aire Advisors's portfolio in Q2 2026, its #145 holding.
Aire Advisors first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.