Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s UBS Group UBS Stock Holding History

Dynamic Advisor Solutions’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 		$255K Buy
5,300
+470
+10% +$24.7K 0.01% 892
2026
Q2 		$239K Buy
+4,830
New +$220K 0.01% 939

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ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Banque Pictet & Cie
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
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
HGP
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Dynamic Advisor Solutions's UBS Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its UBS Group (UBS) stake by 9.7% in Q3 2026, buying an estimated $24.7K and bringing the position to 5,300 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #892.

Dynamic Advisor Solutions first reported a position in UBS in Q2 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Dynamic Advisor Solutions held 5,300 shares of UBS Group worth $255K as of Q3 2026.
  • Dynamic Advisor Solutions bought 470 UBS Group shares in Q3 2026, an estimated $24.7K.
  • UBS Group made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #892 holding.
  • Dynamic Advisor Solutions first reported a position in UBS Group in Q2 2026 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.