Diversify Advisory Services’s UBS Group UBS Stock Holding History

Diversify Advisory Services’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	$607K	Buy	+11,559	New	+$526K	0.01%	807
2026 Q1	–	Sell	-9,157	Closed	-$434K	–	811
2025 Q4	$434K	Buy	9,157 +1,457	+19%	+$58.9K	0.01%	643
2025 Q3	$292K	Buy	7,700 +154	+2%	+$5.98K	0.01%	729
2025 Q2	$298K	Sell	7,546 -6,077	-45%	-$188K	0.01%	683
2025 Q1	$416K	Buy	13,623 +1,428	+12%	+$47.6K	0.03%	399
2024 Q4	$394K	Buy	12,195 +2,329	+24%	+$73.8K	0.02%	411
2024 Q3	$321K	Sell	9,866 -3,566	-27%	-$107K	0.02%	484
2024 Q2	$407K	Sell	13,432 -20,539	-60%	-$611K	0.02%	418
2024 Q1	$1.04M	Buy	+33,971	New	+$1M	0.06%	243

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Diversify Advisory Services's UBS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in UBS Group (UBS) in Q2 2026: 11,559 shares worth $607K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in UBS as recently as Q4 2025.

Diversify Advisory Services first reported a position in UBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q1 2024. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Diversify Advisory Services held 11,559 shares of UBS Group worth $607K as of Q2 2026.
UBS Group was a new Diversify Advisory Services position in Q2 2026.
UBS Group made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #807 holding.
Diversify Advisory Services first reported a position in UBS Group in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's UBS Group position peaked at $1.04M in Q1 2024.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.