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Mount Yale Investment Advisors’s UBS Group UBS Stock Holding History

Mount Yale Investment Advisors’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 		$9.43M Buy
190,346
+24,190
+15% +$1.1M 0.17% 134
2026
Q1 		$6.49M Buy
166,156
+17,303
+12% +$740K 0.15% 151
2025
Q4 		$6.89M Buy
148,853
+49,350
+50% +$1.99M 0.33% 64
2025
Q3 		$4.08M Buy
99,503
+62,545
+169% +$2.43M 0.28% 79
2025
Q2 		$1.25M Sell
36,958
-579
-2% -$17.9K 0.1% 180
2025
Q1 		$1.15M Sell
37,537
-16,925
-31% -$564K 0.1% 174
2024
Q4 		$1.65M Sell
54,462
-3,506
-6% -$111K 0.13% 137
2024
Q3 		$1.79M Sell
57,968
-4,753
-8% -$143K 0.17% 129
2024
Q2 		$1.85M Sell
62,721
-16,548
-21% -$492K 0.15% 131
2024
Q1 		$2.44M Buy
79,269
+9,373
+13% +$277K 0.19% 111
2023
Q4 		$2.16M Buy
69,896
+46,179
+195% +$1.21M 0.21% 112
2023
Q3 		$585K Buy
23,717
+912
+4% +$21.3K 0.06% 274
2023
Q2 		$462K Buy
22,805
+1,913
+9% +$38.5K 0.05% 321
2023
Q1 		$446K Buy
20,892
+2,142
+11% +$44.7K 0.05% 314
2022
Q4 		$350K Sell
18,750
-2,895
-13% -$49.2K 0.04% 331
2022
Q3 		$314K Buy
21,645
+2,547
+13% +$40.8K 0.04% 331
2022
Q2 		$310K Buy
+19,098
New +$335K 0.04% 347

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mount Yale Investment Advisors's UBS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its UBS Group (UBS) stake by 15% in Q2 2026, buying an estimated $1.1M and bringing the position to 190,346 shares worth $9.43M. The position accounts for 0.17% of the portfolio, ranked #134.

Mount Yale Investment Advisors first reported a position in UBS in Q2 2022 and has held it in 17 quarters since. 766 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Mount Yale Investment Advisors held 190,346 shares of UBS Group worth $9.43M as of Q2 2026.
  • Mount Yale Investment Advisors bought 24,190 UBS Group shares in Q2 2026, an estimated $1.1M.
  • UBS Group made up 0.17% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • Mount Yale Investment Advisors first reported a position in UBS Group in Q2 2022 and has held it in 17 quarters since.
  • 766 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.