Avantax Advisory Services’s UBS Group UBS Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.94M	Buy	57,244 +8,063	+16%	+$250K	0.01%	818
2025 Q1	$1.51M	Buy	49,181 +1,778	+4%	+$59.3K	0.01%	894
2024 Q4	$1.44M	Buy	47,403 +16,723	+55%	+$530K	0.01%	880
2024 Q3	$948K	Sell	30,680 -305	-1%	-$9.17K	0.01%	1058
2024 Q2	$915K	Buy	+30,985	New	+$921K	0.01%	1026
2021 Q3	–	Sell	-26,863	Closed	-$413K	–	1229
2021 Q2	$413K	Buy	+26,863	New	+$424K	0.01%	772

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

Avantax Advisory Services's UBS Position: Q2 2025 in Review

Avantax Advisory Services increased its UBS Group (UBS) stake by 16% in Q2 2025, buying an estimated $250K and bringing the position to 57,244 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #818.

Avantax Advisory Services first reported a position in UBS in Q2 2021 and has held it in 6 quarters since. 597 funds tracked by Wall St. Rank hold UBS as of Q2 2025.

Avantax Advisory Services held 57,244 shares of UBS Group worth $1.94M as of Q2 2025.
Avantax Advisory Services bought 8,063 UBS Group shares in Q2 2025, an estimated $250K.
UBS Group made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #818 holding.
Avantax Advisory Services first reported a position in UBS Group in Q2 2021 and has held it in 6 quarters since.
597 funds tracked by Wall St. Rank held UBS Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.