Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s UBS Group UBS Stock Holding History

Cambridge Investment Research 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 		$1.08M Sell
21,721
-279
-1% -$12.7K ﹤0.01% 2248
2026
Q1 		$860K Buy
22,000
+647
+3% +$27.7K ﹤0.01% 2309
2025
Q4 		$989K Sell
21,353
-1,476
-6% -$59.6K ﹤0.01% 2101
2025
Q3 		$936K Buy
22,829
+1,633
+8% +$63.4K ﹤0.01% 2095
2025
Q2 		$717K Buy
21,196
+657
+3% +$20.3K ﹤0.01% 2223
2025
Q1 		$629K Sell
20,539
-768
-4% -$25.6K ﹤0.01% 2228
2024
Q4 		$646K Sell
21,307
-351
-2% -$11.1K ﹤0.01% 2221
2024
Q3 		$669K Buy
21,658
+1,266
+6% +$38K ﹤0.01% 2181
2024
Q2 		$602K Buy
20,392
+443
+2% +$13.2K ﹤0.01% 2146
2024
Q1 		$613K Buy
19,949
+522
+3% +$15.4K ﹤0.01% 2100
2023
Q4 		$600K Sell
19,427
-590
-3% -$15.5K ﹤0.01% 2043
2023
Q3 		$493K Sell
20,017
-908
-4% -$21.2K ﹤0.01% 2094
2023
Q2 		$424K Sell
20,925
-1,486
-7% -$29.9K ﹤0.01% 2254
2023
Q1 		$478K Sell
22,411
-93
-0.4% -$1.94K ﹤0.01% 2118
2022
Q4 		$420K Sell
22,504
-1,744
-7% -$29.7K ﹤0.01% 2159
2022
Q3 		$352K Sell
24,248
-1,674
-6% -$26.8K ﹤0.01% 2240
2022
Q2 		$420K Buy
25,922
+1,196
+5% +$21K ﹤0.01% 2094
2022
Q1 		$483K Buy
24,726
+1,412
+6% +$26.7K ﹤0.01% 2127
2021
Q4 		$417K Buy
23,314
+396
+2% +$6.97K ﹤0.01% 2258
2021
Q3 		$365K Buy
22,918
+1,583
+7% +$25.6K ﹤0.01% 2295
2021
Q2 		$327K Sell
21,335
-590
-3% -$9.32K ﹤0.01% 2400
2021
Q1 		$340K Buy
21,925
+1,021
+5% +$15.7K ﹤0.01% 2192
2020
Q4 		$295K Sell
20,904
-4,478
-18% -$59.3K ﹤0.01% 2155
2020
Q3 		$283K Buy
25,382
+3,566
+16% +$42.7K ﹤0.01% 1982
2020
Q2 		$252K Sell
21,816
-109
-0.5% -$1.12K ﹤0.01% 2025
2020
Q1 		$203K Buy
21,925
+1,815
+9% +$20.9K ﹤0.01% 1923
2019
Q4 		$253K Buy
20,110
+1,832
+10% +$21.8K ﹤0.01% 2026
2019
Q3 		$207K Sell
18,278
-1,720
-9% -$19.4K ﹤0.01% 2094
2019
Q2 		$237K Buy
19,998
+1,944
+11% +$23.8K ﹤0.01% 1900
2019
Q1 		$219K Buy
18,054
+522
+3% +$6.61K ﹤0.01% 2011
2018
Q4 		$217K Buy
17,532
+32
+0.2% +$434 ﹤0.01% 1871
2018
Q3 		$275K Buy
17,500
+803
+5% +$12.6K ﹤0.01% 1852
2018
Q2 		$256K Sell
16,697
-741
-4% -$12.1K ﹤0.01% 1847
2018
Q1 		$308K Sell
17,438
-3,894
-18% -$74K ﹤0.01% 1655
2017
Q4 		$392K Buy
21,332
+446
+2% +$7.75K ﹤0.01% 1465
2017
Q3 		$358K Sell
20,886
-4,029
-16% -$68.9K ﹤0.01% 1452
2017
Q2 		$423K Sell
24,915
-3,213
-11% -$52.2K 0.01% 1294
2017
Q1 		$449K Sell
28,128
-60,108
-68% -$967K 0.01% 1126
2016
Q4 		$1.38M Buy
88,236
+47,111
+115% +$710K 0.03% 548
2016
Q3 		$560K Buy
41,125
+18,520
+82% +$252K 0.01% 970
2016
Q2 		$293K Buy
+22,605
New +$345K 0.01% 1186

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

Cambridge Investment Research Advisors's UBS Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its UBS Group (UBS) stake by 1.3% in Q2 2026, selling an estimated $12.7K and leaving 21,721 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Cambridge Investment Research Advisors first reported a position in UBS in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.38M in Q4 2016. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Cambridge Investment Research Advisors held 21,721 shares of UBS Group worth $1.08M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 279 UBS Group shares in Q2 2026, an estimated $12.7K.
  • UBS Group made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2248 holding.
  • Cambridge Investment Research Advisors first reported a position in UBS Group in Q2 2016 and has held it in 41 quarters since.
  • Cambridge Investment Research Advisors's UBS Group position peaked at $1.38M in Q4 2016.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.