AlphaCore Capital’s UBS Group UBS Stock Holding History

AlphaCore Capital’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 Q3	$218K	Buy	+4,532	New	+$238K	﹤0.01%	1262
2026 Q1	–	Sell	-17,958	Closed	-$832K	–	1504
2025 Q4	$832K	Sell	17,958 -3,092	-15%	-$125K	0.02%	458
2025 Q3	$863K	Buy	21,050 +18,973	+913%	+$737K	0.03%	325
2025 Q2	$70.2K	Buy	+2,077	New	+$64.3K	﹤0.01%	776
2020 Q2	–	Sell	-197	Closed	-$2K	–	290
2020 Q1	$2K	Buy	+197	New	+$2.27K	﹤0.01%	307

Other funds holding UBS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

AlphaCore Capital's UBS Position: Q3 2026 in Review

AlphaCore Capital opened a new position in UBS Group (UBS) in Q3 2026: 4,532 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in UBS as recently as Q4 2025.

AlphaCore Capital first reported a position in UBS in Q1 2020 and has held it in 5 quarters since. The position peaked at $863K in Q3 2025. 641 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

AlphaCore Capital held 4,532 shares of UBS Group worth $218K as of Q3 2026.
UBS Group was a new AlphaCore Capital position in Q3 2026.
UBS Group made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1262 holding.
AlphaCore Capital first reported a position in UBS Group in Q1 2020 and has held it in 5 quarters since.
AlphaCore Capital's UBS Group position peaked at $863K in Q3 2025.
641 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.