Arax Advisory Partners’s UBS Group UBS Stock Holding History

Arax Advisory Partners’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	$2.07M	Buy	41,789 +36,579	+702%	+$1.67M	0.01%	845
2026 Q1	$206K	Sell	5,210 -2,527	-33%	-$108K	0.01%	1065
2025 Q4	$358K	Sell	7,737 -962	-11%	-$38.9K	0.01%	745
2025 Q3	$357K	Buy	8,699 +3,329	+62%	+$129K	0.01%	1038
2025 Q2	$182K	Buy	5,370 +522	+11%	+$16.2K	0.01%	683
2025 Q1	$148K	Buy	4,848 +482	+11%	+$16.1K	0.01%	605
2024 Q4	$132K	Buy	4,366 +121	+3%	+$3.83K	0.01%	594
2024 Q3	$131K	Sell	4,245 -30	-0.7%	-$902	0.01%	439
2024 Q2	$126K	Sell	4,275 -120	-3%	-$3.57K	0.01%	428
2024 Q1	$135K	Buy	4,395 +73	+2%	+$2.16K	0.01%	344
2023 Q4	$134K	Buy	+4,322	New	+$114K	0.01%	337
2021 Q3	–	Sell	-196	Closed	-$3K	–	1076
2021 Q2	$3K	Buy	+196	New	+$3.1K	﹤0.01%	821
2019 Q3	–	Sell	-1,057	Closed	-$13K	–	608
2019 Q2	$13K	Buy	+1,057	New	+$13K	﹤0.01%	452
2018 Q3	–	Sell	-1,576	Closed	-$24K	–	731
2018 Q2	$24K	Buy	1,576 +1,123	+248%	+$18.3K	0.01%	283
2018 Q1	$7K	Buy	453 +224	+98%	+$4.26K	﹤0.01%	353
2017 Q4	$4K	Hold	229	–	–	﹤0.01%	397
2017 Q3	$3K	Buy	229 +36	+19%	+$616	﹤0.01%	404
2017 Q2	$3K	Hold	193	–	–	﹤0.01%	430
2017 Q1	$3K	Hold	193	–	–	﹤0.01%	407
2016 Q4	$3K	Buy	+193	New	+$2.91K	﹤0.01%	438

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

Arax Advisory Partners's UBS Position: Q2 2026 in Review

Arax Advisory Partners increased its UBS Group (UBS) stake by 702% in Q2 2026, buying an estimated $1.67M and bringing the position to 41,789 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #845.

Arax Advisory Partners first reported a position in UBS in Q4 2016 and has held it in 20 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Arax Advisory Partners held 41,789 shares of UBS Group worth $2.07M as of Q2 2026.
Arax Advisory Partners bought 36,579 UBS Group shares in Q2 2026, an estimated $1.67M.
UBS Group made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #845 holding.
Arax Advisory Partners first reported a position in UBS Group in Q4 2016 and has held it in 20 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.