HighTower Advisors
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HighTower Advisors’s UBS Group UBS Stock Holding History

HighTower 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
2022
Q4 		– Sell
-550
Closed -$61K – 3525
2022
Q3 		$61K Sell
550
-49,450
-99% -$792K ﹤0.01% 2851
2022
Q2 		$6K Buy
+50,000
New +$877K ﹤0.01% 3112

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 #1129.

HighTower Advisors first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. 765 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 #1129 holding.
  • HighTower Advisors first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
  • 765 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.