Cetera Investment Advisers
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Cetera Investment Advisers’s UBS Group UBS Stock Holding History

Cetera Investment Advisers’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
Q1 		$5.45M Buy
139,466
+8,069
+6% +$345K 0.01% 1454
2025
Q4 		$6.09M Buy
131,397
+8,245
+7% +$333K 0.01% 1325
2025
Q3 		$5.05M Buy
123,152
+57,505
+88% +$2.23M 0.01% 1400
2025
Q2 		$2.22M Sell
65,647
-14,443
-18% -$447K ﹤0.01% 1768
2025
Q1 		$2.45M Buy
80,090
+19,541
+32% +$652K ﹤0.01% 1602
2024
Q4 		$1.84M Buy
60,549
+538
+0.9% +$17.1K ﹤0.01% 1723
2024
Q3 		$1.85M Sell
60,011
-1,836
-3% -$55.2K ﹤0.01% 1675
2024
Q2 		$1.83M Sell
61,847
-3,182
-5% -$94.6K ﹤0.01% 1639
2024
Q1 		$2M Buy
65,029
+43,800
+206% +$1.29M ﹤0.01% 1543
2023
Q4 		$656K Buy
21,229
+1,366
+7% +$35.9K 0.01% 1341
2023
Q3 		$490K Sell
19,863
-2,731
-12% -$63.8K ﹤0.01% 1429
2023
Q2 		$458K Sell
22,594
-7,514
-25% -$151K ﹤0.01% 1496
2023
Q1 		$643K Sell
30,108
-2,730
-8% -$57K 0.01% 1282
2022
Q4 		$613K Buy
32,838
+10,607
+48% +$180K 0.01% 1265
2022
Q3 		$323K Sell
22,231
-195
-0.9% -$3.12K 0.01% 1227
2022
Q2 		$364K Sell
22,426
-1,428
-6% -$25K 0.01% 1295
2022
Q1 		$466K Sell
23,854
-452
-2% -$8.55K 0.01% 1205
2021
Q4 		$434K Buy
24,306
+3,280
+16% +$57.7K 0.01% 1269
2021
Q3 		$335K Buy
21,026
+2,123
+11% +$34.4K 0.01% 1366
2021
Q2 		$290K Buy
18,903
+7,772
+70% +$123K ﹤0.01% 1434
2021
Q1 		$173K Sell
11,131
-5,584
-33% -$85.8K ﹤0.01% 1510
2020
Q4 		$236K Buy
+16,715
New +$221K ﹤0.01% 1377

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers's UBS Position: Q1 2026 in Review

Cetera Investment Advisers increased its UBS Group (UBS) stake by 6.1% in Q1 2026, buying an estimated $345K and bringing the position to 139,466 shares worth $5.45M. The position accounts for 0.01% of the portfolio, ranked #1454.

Cetera Investment Advisers first reported a position in UBS in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.09M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Cetera Investment Advisers held 139,466 shares of UBS Group worth $5.45M as of Q1 2026.
  • Cetera Investment Advisers bought 8,069 UBS Group shares in Q1 2026, an estimated $345K.
  • UBS Group made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1454 holding.
  • Cetera Investment Advisers first reported a position in UBS Group in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's UBS Group position peaked at $6.09M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.