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American Capital Advisory’s UBS Group UBS Stock Holding History

American Capital Advisory’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 		$8.62K Sell
174
-29
-14% -$1.32K ﹤0.01% 378
2026
Q1 		$7.93K Buy
203
+150
+283% +$6.42K ﹤0.01% 362
2025
Q4 		$2.46K Buy
53
+7
+15% +$283 ﹤0.01% 438
2025
Q3 		$1.89K Buy
+46
New +$1.79K ﹤0.01% 443

Other funds holding UBS

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

American Capital Advisory's UBS Position: Q2 2026 in Review

American Capital Advisory reduced its UBS Group (UBS) stake by 14% in Q2 2026, selling an estimated $1.32K and leaving 174 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

American Capital Advisory first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • American Capital Advisory held 174 shares of UBS Group worth $8.62K as of Q2 2026.
  • American Capital Advisory sold 29 UBS Group shares in Q2 2026, an estimated $1.32K.
  • UBS Group made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #378 holding.
  • American Capital Advisory first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.