Lloyd Advisory Services’s UBS Group UBS Stock Holding History

Lloyd 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	–	Sell	-1	Closed	-$27	–	986
2026 Q1	$27	Buy	+1	New	+$43	﹤0.01%	824

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

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

Lloyd Advisory Services sold out of UBS Group (UBS) in Q2 2026, closing a stake of 1 share — an estimated $27 sold.

Lloyd Advisory Services first reported a position in UBS in Q1 2026 and held it in 1 quarter. The position peaked at $27 in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Lloyd Advisory Services reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 1 UBS Group share in Q2 2026, an estimated $27.
Lloyd Advisory Services first reported a position in UBS Group in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's UBS Group position peaked at $27 in Q1 2026.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.