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CoreCap Advisors’s UBS Group UBS Stock Holding History

CoreCap 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 		$25.8K Buy
520
+23
+5% +$1.05K ﹤0.01% 1693
2026
Q1 		$19.4K Hold
497
– – ﹤0.01% 1681
2025
Q4 		$23K Hold
497
– – ﹤0.01% 1618
2025
Q3 		$20.4K Hold
497
– – ﹤0.01% 1666
2025
Q2 		$16.8K Buy
497
+270
+119% +$8.36K ﹤0.01% 1676
2025
Q1 		$6.95K Buy
227
+97
+75% +$3.23K ﹤0.01% 1972
2024
Q4 		$3.94K Buy
130
+89
+217% +$2.82K ﹤0.01% 2028
2024
Q3 		$1.27K Hold
41
– – ﹤0.01% 2237
2024
Q2 		$1.21K Buy
+41
New +$1.22K ﹤0.01% 1378

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

CoreCap Advisors's UBS Position: Q2 2026 in Review

CoreCap Advisors increased its UBS Group (UBS) stake by 4.6% in Q2 2026, buying an estimated $1.05K and bringing the position to 520 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

CoreCap Advisors first reported a position in UBS in Q2 2024 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • CoreCap Advisors held 520 shares of UBS Group worth $25.8K as of Q2 2026.
  • CoreCap Advisors bought 23 UBS Group shares in Q2 2026, an estimated $1.05K.
  • UBS Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1693 holding.
  • CoreCap Advisors first reported a position in UBS Group in Q2 2024 and has held it in 9 quarters since.
  • 167 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.