IFP 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 | $151K | Sell |
3,040
-16
| -0.5% | -$729 | ﹤0.01% | 1706 |
|
|
2026
Q1 | $119K | Sell |
3,056
-1,098
| -26% | -$47K | ﹤0.01% | 1721 |
|
|
2025
Q4 | $192K | Buy |
4,154
+918
| +28% | +$37.1K | ﹤0.01% | 1390 |
|
|
2025
Q3 | $133K | Sell |
3,236
-1,951
| -38% | -$75.8K | ﹤0.01% | 1508 |
|
|
2025
Q2 | $175K | Sell |
5,187
-283
| -5% | -$8.76K | 0.01% | 1335 |
|
|
2025
Q1 | $168K | Buy |
5,470
+251
| +5% | +$8.37K | 0.01% | 1258 |
|
|
2024
Q4 | $158K | Buy |
5,219
+138
| +3% | +$4.37K | 0.01% | 1244 |
|
|
2024
Q3 | $157K | Sell |
5,081
-1,507
| -23% | -$45.3K | 0.01% | 1201 |
|
|
2024
Q2 | $195K | Buy |
6,588
+105
| +2% | +$3.12K | 0.01% | 1056 |
|
|
2024
Q1 | $199K | Sell |
6,483
-657
| -9% | -$19.4K | 0.01% | 1002 |
|
|
2023
Q4 | $221K | Buy |
7,140
+2,231
| +45% | +$58.7K | 0.01% | 904 |
|
|
2023
Q3 | $121K | Sell |
4,909
-1,532
| -24% | -$35.8K | 0.01% | 1172 |
|
|
2023
Q2 | $131K | Buy |
6,441
+247
| +4% | +$4.97K | 0.01% | 1200 |
|
|
2023
Q1 | $96.8K | Sell |
6,194
-2,668
| -30% | -$55.7K | ﹤0.01% | 1267 |
|
|
2022
Q4 | $145K | Buy |
8,862
+128
| +1% | +$2.18K | ﹤0.01% | 1531 |
|
|
2022
Q3 | $154K | Sell |
8,734
-387
| -4% | -$6.2K | ﹤0.01% | 1575 |
|
|
2022
Q2 | $159K | Hold |
9,121
| – | – | 0.01% | 1417 |
|
|
2022
Q1 | $159K | Buy |
9,121
+4,489
| +97% | +$84.9K | 0.01% | 1417 |
|
|
2021
Q4 | $83K | Buy |
4,632
+150
| +3% | +$2.64K | ﹤0.01% | 1347 |
|
|
2021
Q3 | $75K | Buy |
4,482
+182
| +4% | +$2.95K | ﹤0.01% | 1423 |
|
|
2021
Q2 | $67K | Sell |
4,300
-37
| -0.9% | -$584 | ﹤0.01% | 1397 |
|
|
2021
Q1 | $69K | Buy |
4,337
+45
| +1% | +$692 | ﹤0.01% | 1323 |
|
|
2020
Q4 | $63K | Buy |
4,292
+132
| +3% | +$1.75K | ﹤0.01% | 1342 |
|
|
2020
Q3 | $45K | Sell |
4,160
-56
| -1% | -$671 | ﹤0.01% | 1327 |
|
|
2020
Q2 | $49K | Buy |
4,216
+2,285
| +118% | +$23.5K | ﹤0.01% | 1227 |
|
|
2020
Q1 | $19K | Buy |
1,931
+1,427
| +283% | +$16.4K | ﹤0.01% | 1513 |
|
|
2019
Q4 | $6K | Sell |
504
-274
| -35% | -$3.26K | ﹤0.01% | 2131 |
|
|
2019
Q3 | $9K | Buy |
+778
| New | +$8.76K | ﹤0.01% | 2137 |
|
|
2019
Q1 | $28K | Sell |
2,225
-1,754
| -44% | -$22.2K | ﹤0.01% | 1198 |
|
|
2018
Q4 | $49K | Sell |
3,979
-4,487
| -53% | -$60.9K | ﹤0.01% | 1631 |
|
|
2018
Q3 | $133K | Buy |
8,466
+1,008
| +14% | +$15.8K | 0.01% | 1311 |
|
|
2018
Q2 | $114K | Sell |
7,458
-3,346
| -31% | -$54.4K | ﹤0.01% | 1400 |
|
|
2018
Q1 | $199K | Hold |
10,804
| – | – | 0.01% | 996 |
|
|
2017
Q4 | $199K | Sell |
10,804
-323
| -3% | -$5.61K | 0.01% | 999 |
|
|
2017
Q3 | $191K | Buy |
11,127
+515
| +5% | +$8.81K | 0.01% | 1175 |
|
|
2017
Q2 | $180K | Sell |
10,612
-36
| -0.3% | -$585 | 0.01% | 1187 |
|
|
2017
Q1 | $170K | Sell |
10,648
-50
| -0.5% | -$805 | 0.01% | 1201 |
|
|
2016
Q4 | $168K | Buy |
10,698
+1,960
| +22% | +$29.5K | 0.01% | 1142 |
|
|
2016
Q3 | $119K | Buy |
8,738
+244
| +3% | +$3.32K | 0.01% | 1279 |
|
|
2016
Q2 | $110K | Buy |
8,494
+6,269
| +282% | +$95.8K | 0.01% | 1275 |
|
|
2016
Q1 | $28K | Sell |
2,225
-787
| -26% | -$12.8K | ﹤0.01% | 1198 |
|
|
2015
Q4 | $58K | Buy |
+3,012
| New | +$58.8K | ﹤0.01% | 1518 |
|
Other funds holding UBS
CCI
IFP Advisors's UBS Position: Q2 2026 in Review
IFP Advisors reduced its UBS Group (UBS) stake by 0.52% in Q2 2026, selling an estimated $729 and leaving 3,040 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.
IFP Advisors first reported a position in UBS in Q4 2015 and has held it in 42 quarters since. The position peaked at $221K in Q4 2023. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.
- IFP Advisors held 3,040 shares of UBS Group worth $151K as of Q2 2026.
- IFP Advisors sold 16 UBS Group shares in Q2 2026, an estimated $729.
- UBS Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1706 holding.
- IFP Advisors first reported a position in UBS Group in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's UBS Group position peaked at $221K in Q4 2023.
- 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.