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Beacon Pointe Advisors’s UBS Group UBS Stock Holding History

Beacon Pointe 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 		– Sell
-13,506
Closed -$528K – 2038
2026
Q1 		$528K Buy
+13,506
New +$578K ﹤0.01% 1269
2025
Q3 		– Sell
-7,424
Closed -$251K – 1526
2025
Q2 		$251K Buy
7,424
+186
+3% +$5.76K ﹤0.01% 1114
2025
Q1 		$222K Buy
7,238
+232
+3% +$7.74K ﹤0.01% 1120
2024
Q4 		$212K Buy
+7,006
New +$222K ﹤0.01% 1129
2024
Q2 		– Sell
-9,281
Closed -$285K – 1388
2024
Q1 		$285K Buy
9,281
+1,468
+19% +$43.4K ﹤0.01% 1131
2023
Q4 		$241K Sell
7,813
-1,563
-17% -$41.1K ﹤0.01% 1145
2023
Q3 		$231K Buy
+9,376
New +$219K ﹤0.01% 1172
2022
Q2 		– Sell
-10,958
Closed -$214K – 1220
2022
Q1 		$214K Buy
+10,958
New +$207K ﹤0.01% 1100

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

Beacon Pointe Advisors's UBS Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of UBS Group (UBS) in Q2 2026, closing a stake of 13,506 shares — an estimated $528K sold.

Beacon Pointe Advisors first reported a position in UBS in Q1 2022 and held it in 8 quarters. The position peaked at $528K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 13,506 UBS Group shares in Q2 2026, an estimated $528K.
  • Beacon Pointe Advisors first reported a position in UBS Group in Q1 2022 and held it in 8 quarters.
  • Beacon Pointe Advisors's UBS Group position peaked at $528K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.