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
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 $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameritas Advisory Services's UBS Position: Q4 2025 in Review

Ameritas Advisory Services sold out of UBS Group (UBS) in Q4 2025, closing a stake of 1,925 shares — an estimated $78.9K sold.

Ameritas Advisory Services first reported a position in UBS in Q1 2023 and held it in 3 quarters. The position peaked at $78.9K in Q3 2025. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Ameritas Advisory Services reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,925 UBS Group shares in Q4 2025, an estimated $78.9K.
Ameritas Advisory Services first reported a position in UBS Group in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's UBS Group position peaked at $78.9K in Q3 2025.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.