MYIA
UBS icon

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
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 $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 $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Mount Yale Investment Advisors's UBS Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its UBS Group (UBS) stake by 12% in Q1 2026, buying an estimated $740K and bringing the position to 166,156 shares worth $6.49M. The position accounts for 0.15% of the portfolio, ranked #151.

Mount Yale Investment Advisors first reported a position in UBS in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.89M in Q4 2025. 682 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Mount Yale Investment Advisors held 166,156 shares of UBS Group worth $6.49M as of Q1 2026.
  • Mount Yale Investment Advisors bought 17,303 UBS Group shares in Q1 2026, an estimated $740K.
  • UBS Group made up 0.15% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #151 holding.
  • Mount Yale Investment Advisors first reported a position in UBS Group in Q2 2022 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's UBS Group position peaked at $6.89M in Q4 2025.
  • 682 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.