Ameritas Advisory Services’s UBS Group UBS Stock Holding History

Ameritas Advisory 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	$175K	Buy	+3,525	New	+$161K	﹤0.01%	1101
2025 Q4	–	Sell	-1,925	Closed	-$78.9K	–	2033
2025 Q3	$78.9K	Sell	1,925 -1	-0.1%	-$39	0.01%	918
2025 Q2	$65.1K	Buy	+1,926	New	+$59.6K	﹤0.01%	1185
2023 Q2	–	Sell	-1,925	Closed	-$41.1K	–	2383
2023 Q1	$41.1K	Buy	+1,925	New	+$40.2K	﹤0.01%	1341

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

Ameritas Advisory Services's UBS Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in UBS Group (UBS) in Q2 2026: 3,525 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in UBS as recently as Q3 2025.

Ameritas Advisory Services first reported a position in UBS in Q1 2023 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Ameritas Advisory Services held 3,525 shares of UBS Group worth $175K as of Q2 2026.
UBS Group was a new Ameritas Advisory Services position in Q2 2026.
UBS Group made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1101 holding.
Ameritas Advisory Services first reported a position in UBS Group in Q1 2023 and has held it in 4 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.