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 Q3	$16.5K	Sell	343 -177	-34%	-$9.3K	﹤0.01%	1885
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%	+$3.24K	﹤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 Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return

CoreCap Advisors's UBS Position: Q3 2026 in Review

CoreCap Advisors reduced its UBS Group (UBS) stake by 34% in Q3 2026, selling an estimated $9.3K and leaving 343 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

CoreCap Advisors first reported a position in UBS in Q2 2024 and has held it in 10 quarters since. The position peaked at $25.8K in Q2 2026. 188 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

CoreCap Advisors held 343 shares of UBS Group worth $16.5K as of Q3 2026.
CoreCap Advisors sold 177 UBS Group shares in Q3 2026, an estimated $9.3K.
UBS Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1885 holding.
CoreCap Advisors first reported a position in UBS Group in Q2 2024 and has held it in 10 quarters since.
CoreCap Advisors's UBS Group position peaked at $25.8K in Q2 2026.
188 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.