HighTower Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.28M | Sell |
126,700
-11,303
| -8% | -$515K | 0.01% | 1128 |
|
|
2026
Q1 | $5.39M | Buy |
138,003
+3,364
| +2% | +$144K | 0.01% | 1164 |
|
|
2025
Q4 | $6.24M | Buy |
134,639
+9,276
| +7% | +$375K | 0.01% | 1061 |
|
|
2025
Q3 | $5.14M | Buy |
125,363
+7,928
| +7% | +$308K | 0.01% | 1120 |
|
|
2025
Q2 | $3.97M | Sell |
117,435
-739
| -0.6% | -$22.9K | 0.01% | 1189 |
|
|
2025
Q1 | $3.62M | Sell |
118,174
-4,526
| -4% | -$151K | ﹤0.01% | 1198 |
|
|
2024
Q4 | $3.72M | Sell |
122,700
-6,847
| -5% | -$217K | 0.01% | 1182 |
|
|
2024
Q3 | $4M | Sell |
129,547
-7,227
| -5% | -$217K | 0.01% | 1132 |
|
|
2024
Q2 | $4.04M | Sell |
136,774
-1,807
| -1% | -$53.7K | 0.01% | 1096 |
|
|
2024
Q1 | $4.25M | Buy |
138,581
+10,782
| +8% | +$319K | 0.01% | 1034 |
|
|
2023
Q4 | $3.95M | Buy |
127,799
+71,124
| +125% | +$1.87M | 0.01% | 1088 |
|
|
2023
Q3 | $1.4M | Buy |
56,675
+6,051
| +12% | +$141K | ﹤0.01% | 1578 |
|
|
2023
Q2 | $1.02M | Buy |
50,624
+21,887
| +76% | +$440K | ﹤0.01% | 1742 |
|
|
2023
Q1 | $612K | Sell |
28,737
-4,961
| -15% | -$103K | ﹤0.01% | 1975 |
|
|
2022
Q4 | $627K | Sell |
33,698
-9,964
| -23% | -$169K | ﹤0.01% | 1971 |
|
|
2022
Q3 | $635K | Buy |
43,662
+1,360
| +3% | +$21.8K | ﹤0.01% | 1877 |
|
|
2022
Q2 | $687K | Sell |
42,302
-2,458
| -5% | -$43.1K | ﹤0.01% | 1867 |
|
|
2022
Q1 | $873K | Sell |
44,760
-173
| -0.4% | -$3.27K | ﹤0.01% | 1845 |
|
|
2021
Q4 | $804K | Buy |
44,933
+3,142
| +8% | +$55.3K | ﹤0.01% | 1875 |
|
|
2021
Q3 | $666K | Sell |
41,791
-132,489
| -76% | -$2.15M | ﹤0.01% | 1885 |
|
|
2021
Q2 | $2.67M | Buy |
174,280
+68,720
| +65% | +$1.09M | 0.01% | 1073 |
|
|
2021
Q1 | $1.64M | Buy |
105,560
+86,219
| +446% | +$1.33M | 0.01% | 1243 |
|
|
2020
Q4 | $275K | Buy |
19,341
+7,884
| +69% | +$104K | ﹤0.01% | 1996 |
|
|
2020
Q3 | $127K | Buy |
11,457
+1,250
| +12% | +$15K | ﹤0.01% | 2196 |
|
|
2020
Q2 | $120K | Sell |
10,207
-5,392
| -35% | -$55.5K | ﹤0.01% | 2098 |
|
|
2020
Q1 | $147K | Sell |
15,599
-3,870
| -20% | -$44.6K | ﹤0.01% | 1875 |
|
|
2019
Q4 | $244K | Buy |
19,469
+6,506
| +50% | +$77.4K | ﹤0.01% | 1844 |
|
|
2019
Q3 | $149K | Buy |
12,963
+790
| +6% | +$8.89K | ﹤0.01% | 2113 |
|
|
2019
Q2 | $145K | Sell |
12,173
-17,831
| -59% | -$219K | ﹤0.01% | 2116 |
|
|
2019
Q1 | $364K | Buy |
30,004
+1,483
| +5% | +$18.8K | ﹤0.01% | 1626 |
|
|
2018
Q4 | $354K | Buy |
28,521
+17,843
| +167% | +$242K | ﹤0.01% | 1529 |
|
|
2018
Q3 | $168K | Sell |
10,678
-358
| -3% | -$5.63K | ﹤0.01% | 1987 |
|
|
2018
Q2 | $171K | Sell |
11,036
-2,019
| -15% | -$32.8K | ﹤0.01% | 1933 |
|
|
2018
Q1 | $230K | Sell |
13,055
-5,313
| -29% | -$101K | ﹤0.01% | 1816 |
|
|
2017
Q4 | $338K | Buy |
18,368
+4,044
| +28% | +$70.3K | ﹤0.01% | 1645 |
|
|
2017
Q3 | $245K | Sell |
14,324
-77
| -0.5% | -$1.32K | ﹤0.01% | 1790 |
|
|
2017
Q2 | $244K | Buy |
14,401
+673
| +5% | +$10.9K | ﹤0.01% | 1749 |
|
|
2017
Q1 | $220K | Sell |
13,728
-1,859
| -12% | -$29.9K | ﹤0.01% | 1718 |
|
|
2016
Q4 | $245K | Sell |
15,587
-14,056
| -47% | -$212K | ﹤0.01% | 1581 |
|
|
2016
Q3 | $404K | Buy |
29,643
+15,137
| +104% | +$206K | ﹤0.01% | 1329 |
|
|
2016
Q2 | $187K | Sell |
14,506
-56,150
| -79% | -$858K | ﹤0.01% | 1509 |
|
|
2016
Q1 | $1.13M | Sell |
70,656
-7,386
| -9% | -$120K | ﹤0.01% | 968 |
|
|
2015
Q4 | $1.51M | Buy |
78,042
+60,655
| +349% | +$1.18M | 0.02% | 747 |
|
|
2015
Q3 | $322K | Buy |
17,387
+2,206
| +15% | +$46.7K | ﹤0.01% | 1422 |
|
|
2015
Q2 | $322K | Sell |
15,181
-5,585
| -27% | -$117K | 0.01% | 1162 |
|
|
2015
Q1 | $390K | Buy |
20,766
+6,983
| +51% | +$122K | 0.01% | 1154 |
|
|
2014
Q4 | $235K | Buy |
+13,783
| New | +$236K | ﹤0.01% | 1331 |
|
Other funds holding UBS
CCI
HighTower Advisors's UBS Position: Q2 2026 in Review
HighTower Advisors reduced its UBS Group (UBS) stake by 8.2% in Q2 2026, selling an estimated $515K and leaving 126,700 shares worth $6.28M. The position accounts for 0.01% of the portfolio, ranked #1128.
HighTower Advisors first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.
- HighTower Advisors held 126,700 shares of UBS Group worth $6.28M as of Q2 2026.
- HighTower Advisors sold 11,303 UBS Group shares in Q2 2026, an estimated $515K.
- UBS Group made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1128 holding.
- HighTower Advisors first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
- 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.