IAA
UBS icon

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
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 $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Independent Advisor Alliance's UBS Position: Q1 2026 in Review

Independent Advisor Alliance reduced its UBS Group (UBS) stake by 1.8% in Q1 2026, selling an estimated $66.6K and leaving 84,676 shares worth $3.31M. The position accounts for 0.04% of the portfolio, ranked #414.

Independent Advisor Alliance first reported a position in UBS in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.99M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Independent Advisor Alliance held 84,676 shares of UBS Group worth $3.31M as of Q1 2026.
  • Independent Advisor Alliance sold 1,556 UBS Group shares in Q1 2026, an estimated $66.6K.
  • UBS Group made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #414 holding.
  • Independent Advisor Alliance first reported a position in UBS Group in Q1 2022 and has held it in 17 quarters since.
  • Independent Advisor Alliance's UBS Group position peaked at $3.99M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.