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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
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

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

Kestra Advisory Services's UBS Position: Q1 2026 in Review

Kestra Advisory Services reduced its UBS Group (UBS) stake by 33% in Q1 2026, selling an estimated $166K and leaving 7,883 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Kestra Advisory Services first reported a position in UBS in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.24M in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Kestra Advisory Services held 7,883 shares of UBS Group worth $308K as of Q1 2026.
  • Kestra Advisory Services sold 3,873 UBS Group shares in Q1 2026, an estimated $166K.
  • UBS Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2600 holding.
  • Kestra Advisory Services first reported a position in UBS Group in Q3 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's UBS Group position peaked at $5.24M in Q3 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.