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 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 $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Diversify Advisory Services's UBS Position: Q1 2026 in Review

Diversify Advisory Services sold out of UBS Group (UBS) in Q1 2026, closing a stake of 9,157 shares — an estimated $434K sold.

Diversify Advisory Services first reported a position in UBS in Q1 2024 and held it in 8 quarters. The position peaked at $1.04M in Q1 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Diversify Advisory Services reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 9,157 UBS Group shares in Q1 2026, an estimated $434K.
Diversify Advisory Services first reported a position in UBS Group in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's UBS Group position peaked at $1.04M in Q1 2024.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.