Kestra Advisory Services
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Kestra Advisory Services’s UBS Group UBS Stock Holding History

Kestra Advisory Services’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
Q3 		$532K Buy
11,050
+2,438
+28% +$128K ﹤0.01% 2446
2026
Q2 		$427K Buy
8,612
+729
+9% +$33.2K ﹤0.01% 2455
2026
Q1 		$308K Sell
7,883
-3,873
-33% -$166K ﹤0.01% 2600
2025
Q4 		$544K Sell
11,756
-116,042
-91% -$4.69M ﹤0.01% 2082
2025
Q3 		$5.24M Sell
127,798
-1,482
-1% -$57.6K 0.02% 657
2025
Q2 		$4.37M Sell
129,280
-16,100
-11% -$498K 0.02% 706
2025
Q1 		$4.45M Buy
145,380
+386
+0.3% +$12.9K 0.02% 623
2024
Q4 		$4.4M Buy
144,994
+3,651
+3% +$116K 0.02% 623
2024
Q3 		$4.37M Sell
141,343
-5,955
-4% -$179K 0.02% 637
2024
Q2 		$4.35M Buy
147,298
+4,308
+3% +$128K 0.02% 637
2024
Q1 		$4.39M Buy
142,990
+8,704
+6% +$257K 0.03% 568
2023
Q4 		$4.15M Buy
134,286
+3,076
+2% +$80.9K 0.03% 522
2023
Q3 		$3.23M Buy
131,210
+108,399
+475% +$2.53M 0.03% 521
2023
Q2 		$462K Buy
+22,811
New +$459K ﹤0.01% 1363
2023
Q1 		– Sell
-32,799
Closed -$612K – 2307
2022
Q4 		$612K Buy
32,799
+3,049
+10% +$51.9K 0.01% 1280
2022
Q3 		$432K Buy
29,750
+9,988
+51% +$160K ﹤0.01% 1398
2022
Q2 		$321K Buy
19,762
+3,259
+20% +$57.1K ﹤0.01% 1577
2022
Q1 		$322K Sell
16,503
-8,738
-35% -$165K ﹤0.01% 1551
2021
Q4 		$451K Sell
25,241
-9,928
-28% -$175K ﹤0.01% 1373
2021
Q3 		$561K Sell
35,169
-4,155
-11% -$67.3K 0.01% 1325
2021
Q2 		$603K Buy
39,324
+190
+0.5% +$3K 0.01% 1192
2021
Q1 		$608K Buy
39,134
+25,130
+179% +$386K 0.01% 1101
2020
Q4 		$197K Sell
14,004
-6,063
-30% -$80.3K ﹤0.01% 1725
2020
Q3 		$224K Buy
+20,067
New +$241K ﹤0.01% 1246

Other funds holding UBS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kestra Advisory Services's UBS Position: Q3 2026 in Review

Kestra Advisory Services increased its UBS Group (UBS) stake by 28% in Q3 2026, buying an estimated $128K and bringing the position to 11,050 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Kestra Advisory Services first reported a position in UBS in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.24M in Q3 2025. 396 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Kestra Advisory Services held 11,050 shares of UBS Group worth $532K as of Q3 2026.
  • Kestra Advisory Services bought 2,438 UBS Group shares in Q3 2026, an estimated $128K.
  • UBS Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2446 holding.
  • Kestra Advisory Services first reported a position in UBS Group in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's UBS Group position peaked at $5.24M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.