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Checchi Capital Advisers’s UBS Group UBS Stock Holding History

Checchi Capital 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
Q2 		$1.18M Sell
23,905
-666
-3% -$30.3K 0.05% 190
2026
Q1 		$960K Buy
24,571
+705
+3% +$30.2K 0.05% 221
2025
Q4 		$1.11M Sell
23,866
-1,002
-4% -$40.5K 0.06% 188
2025
Q3 		$1.02M Buy
24,868
+287
+1% +$11.1K 0.05% 201
2025
Q2 		$831K Sell
24,581
-711
-3% -$22K 0.05% 244
2025
Q1 		$775K Buy
25,292
+1,796
+8% +$59.9K 0.04% 252
2024
Q4 		$712K Buy
23,496
+917
+4% +$29.1K 0.04% 254
2024
Q3 		$698K Buy
22,579
+225
+1% +$6.76K 0.04% 263
2024
Q2 		$660K Buy
22,354
+40
+0.2% +$1.19K 0.03% 260
2024
Q1 		$685K Sell
22,314
-1,194
-5% -$35.3K 0.05% 258
2023
Q4 		$726K Buy
23,508
+5,074
+28% +$133K 0.06% 229
2023
Q3 		$454K Buy
18,434
+1,567
+9% +$36.6K 0.04% 310
2023
Q2 		$342K Buy
16,867
+992
+6% +$19.9K 0.03% 382
2023
Q1 		$339K Sell
15,875
-368
-2% -$7.68K 0.03% 375
2022
Q4 		$303K Buy
16,243
+1,178
+8% +$20K 0.03% 396
2022
Q3 		$219K Hold
15,065
– – 0.02% 495
2022
Q2 		$245K Buy
15,065
+1,873
+14% +$32.8K 0.02% 488
2022
Q1 		$258K Buy
13,192
+207
+2% +$3.92K 0.02% 448
2021
Q4 		$232K Buy
12,985
+2,187
+20% +$38.5K 0.02% 466
2021
Q3 		$172K Buy
10,798
+413
+4% +$6.69K 0.02% 499
2021
Q2 		$159K Buy
10,385
+290
+3% +$4.58K 0.02% 520
2021
Q1 		$157K Buy
+10,095
New +$155K 0.02% 502
2020
Q1 		– Sell
-17,757
Closed -$223K – 461
2019
Q4 		$223K Sell
17,757
-1,535
-8% -$18.3K 0.03% 386
2019
Q3 		$218K Buy
+19,292
New +$217K 0.03% 378
2019
Q2 		– Sell
-17,186
Closed -$208K – 446
2019
Q1 		$208K Sell
17,186
-2,293
-12% -$29K 0.02% 373
2018
Q4 		$241K Sell
19,479
-5,813
-23% -$78.8K 0.03% 302
2018
Q3 		$398K Buy
25,292
+5,062
+25% +$79.6K 0.05% 262
2018
Q2 		$310K Buy
20,230
+1,415
+8% +$23K 0.04% 293
2018
Q1 		$332K Buy
18,815
+856
+5% +$16.3K 0.04% 273
2017
Q4 		$330K Buy
17,959
+2,267
+14% +$39.4K 0.04% 284
2017
Q3 		$269K Sell
15,692
-10,792
-41% -$185K 0.03% 304
2017
Q2 		$450K Buy
26,484
+9,642
+57% +$157K 0.05% 191
2017
Q1 		$269K Sell
16,842
-518
-3% -$8.34K 0.03% 312
2016
Q4 		$272K Sell
17,360
-4,123
-19% -$62.1K 0.04% 292
2016
Q3 		$293K Buy
21,483
+681
+3% +$9.27K 0.03% 258
2016
Q2 		$270K Buy
20,802
+572
+3% +$8.74K 0.03% 261
2016
Q1 		$324K Buy
20,230
+2,313
+13% +$37.6K 0.07% 227
2015
Q4 		$347K Buy
17,917
+1,954
+12% +$38.1K 0.09% 206
2015
Q3 		$294K Buy
+15,963
New +$338K 0.08% 215
2015
Q1 		– Sell
-14,327
Closed -$237K – 364
2014
Q4 		$237K Buy
+14,327
New +$245K 0.09% 249

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

Checchi Capital Advisers's UBS Position: Q2 2026 in Review

Checchi Capital Advisers reduced its UBS Group (UBS) stake by 2.7% in Q2 2026, selling an estimated $30.3K and leaving 23,905 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #190.

Checchi Capital Advisers first reported a position in UBS in Q4 2014 and has held it in 40 quarters since. 412 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Checchi Capital Advisers held 23,905 shares of UBS Group worth $1.18M as of Q2 2026.
  • Checchi Capital Advisers sold 666 UBS Group shares in Q2 2026, an estimated $30.3K.
  • UBS Group made up 0.05% of Checchi Capital Advisers's portfolio in Q2 2026, its #190 holding.
  • Checchi Capital Advisers first reported a position in UBS Group in Q4 2014 and has held it in 40 quarters since.
  • 412 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.