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 Q3	$572K	Buy	11,967 +408	+4%	+$21.4K	0.01%	875
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

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

Diversify Advisory Services's UBS Position: Q3 2026 in Review

Diversify Advisory Services increased its UBS Group (UBS) stake by 3.5% in Q3 2026, buying an estimated $21.4K and bringing the position to 11,967 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #875.

Diversify Advisory Services first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2024. 152 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

Diversify Advisory Services held 11,967 shares of UBS Group worth $572K as of Q3 2026.
Diversify Advisory Services bought 408 UBS Group shares in Q3 2026, an estimated $21.4K.
UBS Group made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #875 holding.
Diversify Advisory Services first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's UBS Group position peaked at $1.04M in Q1 2024.
152 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.