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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kestra Advisory Services's UBS Position: Q2 2026 in Review

Kestra Advisory Services increased its UBS Group (UBS) stake by 9.2% in Q2 2026, buying an estimated $33.2K and bringing the position to 8,612 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

Kestra Advisory Services first reported a position in UBS in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.24M in Q3 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Kestra Advisory Services held 8,612 shares of UBS Group worth $427K as of Q2 2026.
Kestra Advisory Services bought 729 UBS Group shares in Q2 2026, an estimated $33.2K.
UBS Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2455 holding.
Kestra Advisory Services first reported a position in UBS Group in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's UBS Group position peaked at $5.24M in Q3 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.