Arkadios Wealth Advisors’s UBS Group UBS Stock Holding History

Arkadios Wealth 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 Q1	$417K	Buy	10,676 +810	+8%	+$34.7K	0.01%	1201
2025 Q4	$457K	Sell	9,866 -11	-0.1%	-$444	0.01%	1060
2025 Q3	$405K	Buy	9,877 +301	+3%	+$11.7K	0.01%	1036
2025 Q2	$324K	Sell	9,576 -360	-4%	-$11.1K	0.01%	1027
2025 Q1	$304K	Buy	+9,936	New	+$331K	0.01%	901
2021 Q4	–	Sell	-465	Closed	-$7K	–	1701
2021 Q3	$7K	Hold	465	–	–	﹤0.01%	1536
2021 Q2	$7K	Buy	465 +162	+53%	+$2.56K	﹤0.01%	1639
2021 Q1	$4K	Buy	+303	New	+$4.66K	﹤0.01%	1430
2020 Q2	–	Sell	-22	Closed	-$204	–	1147
2020 Q1	$204	Buy	+22	New	+$254	﹤0.01%	1084

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arkadios Wealth Advisors's UBS Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its UBS Group (UBS) stake by 8.2% in Q1 2026, buying an estimated $34.7K and bringing the position to 10,676 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #1201.

Arkadios Wealth Advisors first reported a position in UBS in Q1 2020 and has held it in 9 quarters since. The position peaked at $457K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Arkadios Wealth Advisors held 10,676 shares of UBS Group worth $417K as of Q1 2026.
Arkadios Wealth Advisors bought 810 UBS Group shares in Q1 2026, an estimated $34.7K.
UBS Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1201 holding.
Arkadios Wealth Advisors first reported a position in UBS Group in Q1 2020 and has held it in 9 quarters since.
Arkadios Wealth Advisors's UBS Group position peaked at $457K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.