FFA
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Farther Finance Advisors’s UBS Group UBS Stock Holding History

Farther Finance 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
Q2 		$1.23M Sell
24,910
-2,574
-9% -$117K 0.01% 973
2026
Q1 		$1.09M Sell
27,484
-4,065
-13% -$174K 0.01% 906
2025
Q4 		$1.46M Buy
31,549
+15,557
+97% +$629K 0.02% 714
2025
Q3 		$656K Buy
15,992
+2,270
+17% +$88.2K 0.01% 938
2025
Q2 		$464K Buy
13,722
+11,069
+417% +$343K 0.01% 936
2025
Q1 		$80.5K Buy
2,653
+423
+19% +$14.1K ﹤0.01% 1652
2024
Q4 		$67.6K Buy
2,230
+482
+28% +$15.3K ﹤0.01% 1499
2024
Q3 		$54K Buy
1,748
+151
+9% +$4.54K ﹤0.01% 1603
2024
Q2 		$47.8K Buy
1,597
+481
+43% +$14.3K ﹤0.01% 1440
2024
Q1 		$34K Buy
1,116
+179
+19% +$5.29K ﹤0.01% 1318
2023
Q4 		$29K Buy
937
+338
+56% +$8.89K ﹤0.01% 1221
2023
Q3 		$14.8K Buy
599
+541
+933% +$12.6K ﹤0.01% 1169
2023
Q2 		$1.18K Buy
58
+2
+4% +$40 ﹤0.01% 1924
2023
Q1 		$1.2K Hold
56
– – ﹤0.01% 1804
2022
Q4 		$1.05K Buy
+56
New +$952 ﹤0.01% 1639

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Farther Finance Advisors's UBS Position: Q2 2026 in Review

Farther Finance Advisors reduced its UBS Group (UBS) stake by 9.4% in Q2 2026, selling an estimated $117K and leaving 24,910 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #973.

Farther Finance Advisors first reported a position in UBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2025. 154 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Farther Finance Advisors held 24,910 shares of UBS Group worth $1.23M as of Q2 2026.
  • Farther Finance Advisors sold 2,574 UBS Group shares in Q2 2026, an estimated $117K.
  • UBS Group made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #973 holding.
  • Farther Finance Advisors first reported a position in UBS Group in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's UBS Group position peaked at $1.46M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.