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Independent Advisor Alliance’s UBS Group UBS Stock Holding History

Independent Advisor Alliance’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 		$3.72M Sell
75,104
-9,572
-11% -$436K 0.09% 172
2026
Q1 		$3.31M Sell
84,676
-1,556
-2% -$66.6K 0.04% 414
2025
Q4 		$3.99M Sell
86,232
-1,045
-1% -$42.2K 0.1% 170
2025
Q3 		$3.58M Buy
87,277
+556
+0.6% +$21.6K 0.09% 185
2025
Q2 		$2.93M Buy
86,721
+836
+1% +$25.9K 0.08% 207
2025
Q1 		$2.63M Sell
85,885
-90
-0.1% -$3K 0.09% 215
2024
Q4 		$2.61M Buy
85,975
+339
+0.4% +$10.7K 0.03% 444
2024
Q3 		$2.65M Sell
85,636
-505
-0.6% -$15.2K 0.1% 177
2024
Q2 		$2.54M Sell
86,141
-790
-0.9% -$23.5K 0.09% 190
2024
Q1 		$2.67M Sell
86,931
-3,258
-4% -$96.2K 0.1% 180
2023
Q4 		$2.79M Sell
90,189
-3,900
-4% -$103K 0.1% 167
2023
Q3 		$2.32M Sell
94,089
-2,444
-3% -$57.1K 0.1% 176
2023
Q2 		$1.96M Sell
96,533
-7,157
-7% -$144K 0.09% 195
2023
Q1 		$2.21M Sell
103,690
-2,185
-2% -$45.6K 0.11% 176
2022
Q4 		$1.98K Sell
105,875
-18,697
-15% -$318K ﹤0.01% 255
2022
Q3 		$1.81M Sell
124,572
-3,502
-3% -$56.1K 0.11% 184
2022
Q2 		$2.08M Sell
128,074
-13,909
-10% -$244K 0.12% 158
2022
Q1 		$2.77M Buy
+141,983
New +$2.69M 0.13% 140

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

Independent Advisor Alliance's UBS Position: Q2 2026 in Review

Independent Advisor Alliance reduced its UBS Group (UBS) stake by 11% in Q2 2026, selling an estimated $436K and leaving 75,104 shares worth $3.72M. The position accounts for 0.09% of the portfolio, ranked #172.

Independent Advisor Alliance first reported a position in UBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.99M in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Independent Advisor Alliance held 75,104 shares of UBS Group worth $3.72M as of Q2 2026.
  • Independent Advisor Alliance sold 9,572 UBS Group shares in Q2 2026, an estimated $436K.
  • UBS Group made up 0.09% of Independent Advisor Alliance's portfolio in Q2 2026, its #172 holding.
  • Independent Advisor Alliance first reported a position in UBS Group in Q1 2022 and has held it in 18 quarters since.
  • Independent Advisor Alliance's UBS Group position peaked at $3.99M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.