First Trust Advisors’s UBS Group UBS Stock Holding History

First Trust 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	$9.11M	Sell	183,740 -1,719	-0.9%	-$78.3K	0.01%	1254
2026 Q1	$7.23M	Buy	185,459 +26,707	+17%	+$1.14M	0.01%	1251
2025 Q4	$7.39M	Sell	158,752 -6,799	-4%	-$275K	0.01%	1234
2025 Q3	$6.77M	Sell	165,551 -34,008	-17%	-$1.32M	0.01%	1248
2025 Q2	$6.75M	Buy	199,559 +3	+0%	+$93	0.01%	1219
2025 Q1	$6.12M	Sell	199,556 -42,915	-18%	-$1.43M	0.01%	1223
2024 Q4	$7.39M	Buy	242,471 +28,585	+13%	+$906K	0.01%	1172
2024 Q3	$6.59M	Buy	213,886 +41,184	+24%	+$1.24M	0.01%	1197
2024 Q2	$5.08M	Sell	172,702 -93,810	-35%	-$2.79M	0.01%	1264
2024 Q1	$8.2M	Sell	266,512 -27,067	-9%	-$800K	0.01%	1084
2023 Q4	$9.11M	Buy	293,579 +84,871	+41%	+$2.23M	0.01%	1032
2023 Q3	$5.17M	Sell	208,708 -12,378	-6%	-$289K	0.01%	1214
2023 Q2	$4.48M	Buy	221,086 +10,098	+5%	+$203K	0.01%	1278
2023 Q1	$4.46M	Sell	210,988 -86,054	-29%	-$1.8M	0.01%	1286
2022 Q4	$5.54M	Sell	297,042 -4,172	-1%	-$71K	0.01%	1144
2022 Q3	$4.38M	Sell	301,214 -51,317	-15%	-$822K	0.01%	1259
2022 Q2	$5.68M	Buy	352,531 +34,859	+11%	+$611K	0.01%	1169
2022 Q1	$6.25M	Sell	317,672 -77,818	-20%	-$1.47M	0.01%	1209
2021 Q4	$7.12M	Sell	395,490 -148,479	-27%	-$2.61M	0.01%	1200
2021 Q3	$8.76M	Sell	543,969 -268,328	-33%	-$4.35M	0.01%	1046
2021 Q2	$12.4M	Buy	812,297 +757,152	+1,373%	+$12M	0.01%	944
2021 Q1	$302K	Buy	55,145 +41,356	+300%	+$636K	﹤0.01%	2325
2020 Q4	$195K	Buy	13,789 +3,288	+31%	+$43.5K	﹤0.01%	2270
2020 Q3	$117K	Sell	10,501 -1,522	-13%	-$18.2K	﹤0.01%	2278
2020 Q2	$139K	Buy	+12,023	New	+$124K	﹤0.01%	2306
2018 Q1	–	Sell	-10,328	Closed	-$190K	–	2391
2017 Q4	$190K	Sell	10,328 -4,041	-28%	-$70.2K	﹤0.01%	2330
2017 Q3	$246K	Buy	14,369 +46	+0.3%	+$787	﹤0.01%	2282
2017 Q2	$243K	Sell	14,323 -7,233	-34%	-$118K	﹤0.01%	2248
2017 Q1	$344K	Buy	21,556 +1,045	+5%	+$16.8K	﹤0.01%	2190
2016 Q4	$321K	Sell	20,511 -15,059	-42%	-$227K	﹤0.01%	2259
2016 Q3	$484K	Sell	35,570 -5,275	-13%	-$71.8K	﹤0.01%	2009
2016 Q2	$529K	Buy	40,845 +30,035	+278%	+$459K	﹤0.01%	1941
2016 Q1	$173K	Buy	10,810 +426	+4%	+$6.92K	﹤0.01%	2155
2015 Q4	$201K	Buy	+10,384	New	+$203K	﹤0.01%	2153

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

First Trust Advisors's UBS Position: Q2 2026 in Review

First Trust Advisors reduced its UBS Group (UBS) stake by 0.93% in Q2 2026, selling an estimated $78.3K and leaving 183,740 shares worth $9.11M. The position accounts for 0.01% of the portfolio, ranked #1254.

First Trust Advisors first reported a position in UBS in Q4 2015 and has held it in 34 quarters since. The position peaked at $12.4M in Q2 2021. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

First Trust Advisors held 183,740 shares of UBS Group worth $9.11M as of Q2 2026.
First Trust Advisors sold 1,719 UBS Group shares in Q2 2026, an estimated $78.3K.
UBS Group made up 0.01% of First Trust Advisors's portfolio in Q2 2026, its #1254 holding.
First Trust Advisors first reported a position in UBS Group in Q4 2015 and has held it in 34 quarters since.
First Trust Advisors's UBS Group position peaked at $12.4M in Q2 2021.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.