Atria Investments’s UBS Group UBS Stock Holding History

Atria Investments’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	$2.36M	Buy	47,613 +12,930	+37%	+$589K	0.02%	679
2026 Q1	$1.36M	Sell	34,683 -6,402	-16%	-$274K	0.02%	896
2025 Q4	$1.9M	Buy	41,085 +2,122	+5%	+$85.7K	0.02%	740
2025 Q3	$1.6M	Buy	38,963 +805	+2%	+$31.3K	0.02%	819
2025 Q2	$1.29M	Sell	38,158 -18,402	-33%	-$569K	0.02%	914
2025 Q1	$1.73M	Buy	56,560 +8,743	+18%	+$292K	0.02%	761
2024 Q4	$1.45M	Sell	47,817 -11,848	-20%	-$376K	0.02%	814
2024 Q3	$1.84M	Sell	59,665 -9,813	-14%	-$295K	0.02%	694
2024 Q2	$2.05M	Buy	69,478 +4,035	+6%	+$120K	0.03%	629
2024 Q1	$2.01M	Sell	65,443 -8,110	-11%	-$240K	0.03%	657
2023 Q4	$2.27M	Buy	73,553 +2,526	+4%	+$66.4K	0.04%	549
2023 Q3	$1.75M	Buy	71,027 +3,547	+5%	+$82.8K	0.03%	618
2023 Q2	$1.37M	Buy	67,480 +7,679	+13%	+$154K	0.02%	706
2023 Q1	$1.28M	Buy	+59,801	New	+$1.25M	0.02%	713
2016 Q1	–	Sell	-12,840	Closed	-$223K	–	492
2015 Q4	$223K	Buy	12,840 +422	+3%	+$8.23K	0.02%	370
2015 Q3	$230K	Sell	12,418 -732	-6%	-$15.5K	0.03%	308
2015 Q2	$279K	Buy	13,150 +2,998	+30%	+$62.6K	0.03%	324
2015 Q1	$191K	Buy	+10,152	New	+$177K	0.02%	389

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

Atria Investments's UBS Position: Q2 2026 in Review

Atria Investments increased its UBS Group (UBS) stake by 37% in Q2 2026, buying an estimated $589K and bringing the position to 47,613 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #679.

Atria Investments first reported a position in UBS in Q1 2015 and has held it in 18 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Atria Investments held 47,613 shares of UBS Group worth $2.36M as of Q2 2026.
Atria Investments bought 12,930 UBS Group shares in Q2 2026, an estimated $589K.
UBS Group made up 0.02% of Atria Investments's portfolio in Q2 2026, its #679 holding.
Atria Investments first reported a position in UBS Group in Q1 2015 and has held it in 18 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.