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B. Riley Wealth Advisors’s UBS Group UBS Stock Holding History

B. Riley 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
Q2 		$522K Sell
10,556
-237
-2% -$10.8K 0.03% 454
2026
Q1 		$396K Sell
10,793
-2,871
-21% -$123K 0.03% 503
2025
Q4 		$633K Sell
13,664
-1,060
-7% -$42.8K 0.03% 452
2025
Q3 		$604K Sell
14,724
-11,836
-45% -$460K 0.03% 474
2025
Q2 		$898K Buy
+26,560
New +$822K 0.04% 375
2024
Q4 		$431K Sell
14,214
-1,157
-8% -$36.7K 0.01% 747
2024
Q3 		$473K Sell
15,371
-496
-3% -$14.9K 0.01% 761
2024
Q2 		$469K Sell
15,867
-14,049
-47% -$418K 0.01% 846
2024
Q1 		$737K Buy
29,916
+7,508
+34% +$222K 0.02% 620
2023
Q4 		$692K Sell
22,408
-7,508
-25% -$197K 0.02% 660
2023
Q3 		$737K Buy
29,916
+4,839
+19% +$113K 0.02% 620
2023
Q2 		$508K Buy
25,077
+417
+2% +$8.38K 0.01% 844
2023
Q1 		$526K Buy
24,660
+2,021
+9% +$42.2K 0.01% 786
2022
Q4 		$423K Sell
22,639
-3,580
-14% -$60.9K 0.01% 857
2022
Q3 		$383K Buy
26,219
+1,222
+5% +$19.6K 0.01% 882
2022
Q2 		$407K Sell
24,997
-546
-2% -$9.57K 0.02% 740
2022
Q1 		$501K Buy
25,543
+8,689
+52% +$164K 0.02% 745
2021
Q4 		$302K Sell
16,854
-1,555
-8% -$27.4K 0.01% 1071
2021
Q3 		$294K Buy
18,409
+1,637
+10% +$26.5K 0.01% 1050
2021
Q2 		$258K Sell
16,772
-2,209
-12% -$34.9K 0.01% 1112
2021
Q1 		$296K Sell
18,981
-6,972
-27% -$107K 0.01% 1008
2020
Q4 		$367K Sell
25,953
-20,932
-45% -$277K 0.02% 651
2020
Q3 		$531K Buy
46,885
+20,314
+76% +$244K 0.03% 506
2020
Q2 		$307K Sell
26,571
-3,550
-12% -$36.6K 0.02% 628
2020
Q1 		$280K Buy
30,121
+2,032
+7% +$23.4K 0.02% 565
2019
Q4 		$355K Sell
28,089
-177
-0.6% -$2.1K 0.03% 535
2019
Q3 		$321K Buy
28,266
+2,726
+11% +$30.7K 0.03% 569
2019
Q2 		$304K Buy
25,540
+190
+0.7% +$2.33K 0.03% 559
2019
Q1 		$308K Buy
25,350
+310
+1% +$3.93K 0.04% 485
2018
Q4 		$311K Sell
25,040
-2,735
-10% -$37.1K 0.04% 419
2018
Q3 		$437K Sell
27,775
-4,324
-13% -$68K 0.05% 379
2018
Q2 		$494K Buy
32,099
+1,142
+4% +$18.6K 0.07% 328
2018
Q1 		$548K Sell
30,957
-31,748
-51% -$604K 0.08% 285
2017
Q4 		$1.16M Sell
62,705
-3,468
-5% -$60.3K 0.16% 159
2017
Q3 		$1.14M Sell
66,173
-9,822
-13% -$168K 0.19% 130
2017
Q2 		$1.29M Sell
75,995
-1,801
-2% -$29.3K 0.23% 123
2017
Q1 		$1.24M Sell
77,796
-2,796
-3% -$45K 0.25% 107
2016
Q4 		$1.26M Buy
80,592
+101
+0.1% +$1.52K 0.26% 101
2016
Q3 		$550K Buy
80,491
+5,350
+7% +$72.8K 0.11% 237
2016
Q2 		$489K Buy
+75,141
New +$1.15M 0.1% 254
2015
Q4 		– Sell
-11,818
Closed -$221K – 620
2015
Q3 		$221K Sell
11,818
-304
-3% -$6.44K 0.05% 446
2015
Q2 		$259K Buy
12,122
+1,627
+16% +$34K 0.06% 378
2015
Q1 		$197K Sell
10,495
-11,699
-53% -$204K 0.05% 466
2014
Q4 		$1.95K Buy
+22,194
New +$380K 0.04% 570

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CGA
Channing Global Advisors Miami, Florida $193M AUM 43.71% 1-Year Est. Return

B. Riley Wealth Advisors's UBS Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its UBS Group (UBS) stake by 2.2% in Q2 2026, selling an estimated $10.8K and leaving 10,556 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #454.

B. Riley Wealth Advisors first reported a position in UBS in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.29M in Q2 2017. 235 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • B. Riley Wealth Advisors held 10,556 shares of UBS Group worth $522K as of Q2 2026.
  • B. Riley Wealth Advisors sold 237 UBS Group shares in Q2 2026, an estimated $10.8K.
  • UBS Group made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #454 holding.
  • B. Riley Wealth Advisors first reported a position in UBS Group in Q4 2014 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's UBS Group position peaked at $1.29M in Q2 2017.
  • 235 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.