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Atlas Capital Advisors’s UBS Group UBS Stock Holding History

Atlas Capital 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 		$1.13M Buy
22,796
+2,094
+10% +$95.4K 0.12% 139
2026
Q1 		$809K Sell
20,702
-5,599
-21% -$240K 0.09% 175
2025
Q4 		$1.22M Buy
+26,301
New +$1.06M 0.14% 129
2025
Q2 		$910K Hold
26,894
– – 0.11% 163
2025
Q1 		$824K Hold
26,894
– – 0.1% 169
2024
Q4 		$815K Sell
26,894
-3,424
-11% -$109K 0.1% 169
2024
Q3 		$937K Sell
30,318
-2,304
-7% -$69.2K 0.14% 131
2024
Q2 		$964K Sell
32,622
-745
-2% -$22.1K 0.13% 131
2024
Q1 		$1.03M Sell
33,367
-939
-3% -$27.7K 0.16% 118
2023
Q4 		$1.06M Buy
34,306
+4,632
+16% +$122K 0.15% 110
2023
Q3 		$731K Buy
29,674
+1,818
+7% +$42.5K 0.12% 133
2023
Q2 		$565K Hold
27,856
– – 0.09% 185
2023
Q1 		$594K Sell
27,856
-148
-0.5% -$3.09K 0.09% 160
2022
Q4 		$523K Sell
28,004
-22,579
-45% -$384K 0.09% 183
2022
Q3 		$734K Hold
50,583
– – 0.13% 125
2022
Q2 		$820K Hold
50,583
– – 0.14% 125
2022
Q1 		$988K Buy
50,583
+1,176
+2% +$22.2K 0.15% 119
2021
Q4 		$883K Sell
49,407
-1,989
-4% -$35K 0.13% 128
2021
Q3 		$819K Buy
51,396
+653
+1% +$10.6K 0.13% 130
2021
Q2 		$778K Hold
50,743
– – 0.13% 145
2021
Q1 		$788K Sell
50,743
-6,004
-11% -$92.3K 0.15% 125
2020
Q4 		$802K Sell
56,747
-8,653
-13% -$115K 0.17% 119
2020
Q3 		$729K Buy
65,400
+56,869
+667% +$682K 0.17% 131
2020
Q2 		$98.4K Buy
+8,531
New +$87.9K 0.02% 401
2019
Q4 		– Sell
-1,234
Closed -$14K – 672
2019
Q3 		$14K Hold
1,234
– – ﹤0.01% 552
2019
Q2 		$14.6K Hold
1,234
– – ﹤0.01% 573
2019
Q1 		$14.9K Buy
+1,234
New +$15.6K 0.01% 504

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Atlas Capital Advisors's UBS Position: Q2 2026 in Review

Atlas Capital Advisors increased its UBS Group (UBS) stake by 10% in Q2 2026, buying an estimated $95.4K and bringing the position to 22,796 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #139.

Atlas Capital Advisors first reported a position in UBS in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.22M in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Atlas Capital Advisors held 22,796 shares of UBS Group worth $1.13M as of Q2 2026.
  • Atlas Capital Advisors bought 2,094 UBS Group shares in Q2 2026, an estimated $95.4K.
  • UBS Group made up 0.12% of Atlas Capital Advisors's portfolio in Q2 2026, its #139 holding.
  • Atlas Capital Advisors first reported a position in UBS Group in Q1 2019 and has held it in 27 quarters since.
  • Atlas Capital Advisors's UBS Group position peaked at $1.22M in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.