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Bell Investment Advisors’s UBS Group UBS Stock Holding History

Bell Investment 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 		$19.3K Buy
390
+164
+73% +$7.47K ﹤0.01% 479
2026
Q1 		$8.83K Sell
226
-165
-42% -$7.06K ﹤0.01% 725
2025
Q4 		$18.1K Buy
391
+237
+154% +$9.58K ﹤0.01% 477
2025
Q3 		$6.31K Sell
154
-33
-18% -$1.28K ﹤0.01% 818
2025
Q2 		$6.33K Hold
187
– – ﹤0.01% 878
2025
Q1 		$5.73K Hold
187
– – ﹤0.01% 849
2024
Q4 		$5.67K Hold
187
– – ﹤0.01% 871
2024
Q3 		$5.78K Hold
187
– – ﹤0.01% 859
2024
Q2 		$5.52K Hold
187
– – ﹤0.01% 873
2024
Q1 		$5.75K Sell
187
-1
-0.5% -$30 ﹤0.01% 845
2023
Q4 		$5.81K Sell
188
-25
-12% -$657 ﹤0.01% 798
2023
Q3 		$5.25K Buy
213
+71
+50% +$1.66K ﹤0.01% 781
2023
Q2 		$2.88K Sell
142
-97
-41% -$1.95K ﹤0.01% 1113
2023
Q1 		$5.1K Sell
239
-154
-39% -$3.21K ﹤0.01% 783
2022
Q4 		$7.34K Sell
393
-12
-3% -$204 ﹤0.01% 621
2022
Q3 		$6K Buy
405
+15
+4% +$240 ﹤0.01% 623
2022
Q2 		$6K Buy
+390
New +$6.84K ﹤0.01% 655
2021
Q4 		$3K Buy
147
+29
+25% +$511 ﹤0.01% 1044
2021
Q3 		$2K Buy
+118
New +$1.91K ﹤0.01% 1170

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

Bell Investment Advisors's UBS Position: Q2 2026 in Review

Bell Investment Advisors increased its UBS Group (UBS) stake by 73% in Q2 2026, buying an estimated $7.47K and bringing the position to 390 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Bell Investment Advisors first reported a position in UBS in Q3 2021 and has held it in 19 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Bell Investment Advisors held 390 shares of UBS Group worth $19.3K as of Q2 2026.
  • Bell Investment Advisors bought 164 UBS Group shares in Q2 2026, an estimated $7.47K.
  • UBS Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #479 holding.
  • Bell Investment Advisors first reported a position in UBS Group in Q3 2021 and has held it in 19 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.