Ancora Advisors’s UBS Group UBS Stock Holding History

Ancora 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	$49.5K	Sell	999 -1,208	-55%	-$55K	﹤0.01%	1062
2026 Q1	$86.2K	Buy	2,207 +1,989	+912%	+$85.1K	﹤0.01%	945
2025 Q4	$10.1K	Buy	+218	New	+$8.81K	﹤0.01%	1792
2023 Q3	–	Sell	-100	Closed	-$2.03K	–	1832
2023 Q2	$2.03K	Buy	+100	New	+$2.01K	﹤0.01%	1483
2022 Q3	–	Sell	-683	Closed	-$11K	–	2170
2022 Q2	$11K	Buy	+683	New	+$12K	﹤0.01%	1585

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

Ancora Advisors's UBS Position: Q2 2026 in Review

Ancora Advisors reduced its UBS Group (UBS) stake by 55% in Q2 2026, selling an estimated $55K and leaving 999 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Ancora Advisors first reported a position in UBS in Q2 2022 and has held it in 5 quarters since. The position peaked at $86.2K in Q1 2026. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Ancora Advisors held 999 shares of UBS Group worth $49.5K as of Q2 2026.
Ancora Advisors sold 1,208 UBS Group shares in Q2 2026, an estimated $55K.
UBS Group made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1062 holding.
Ancora Advisors first reported a position in UBS Group in Q2 2022 and has held it in 5 quarters since.
Ancora Advisors's UBS Group position peaked at $86.2K in Q1 2026.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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