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Capital Investment Advisors’s UBS Group UBS Stock Holding History

Capital 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 		$242K Buy
+4,879
New +$222K ﹤0.01% 704
2026
Q1 		– Sell
-4,834
Closed -$224K – 780
2025
Q4 		$224K Buy
+4,834
New +$195K ﹤0.01% 674

Other funds holding UBS

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Capital Investment Advisors opened a new position in UBS Group (UBS) in Q2 2026: 4,879 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in UBS as recently as Q4 2025.

Capital Investment Advisors first reported a position in UBS in Q4 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Capital Investment Advisors held 4,879 shares of UBS Group worth $242K as of Q2 2026.
  • UBS Group was a new Capital Investment Advisors position in Q2 2026.
  • UBS Group made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #704 holding.
  • Capital Investment Advisors first reported a position in UBS Group in Q4 2025 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.