OneDigital Investment Advisors’s UBS Group UBS Stock Holding History

OneDigital 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	$1.04M	Buy	21,071 +4,210	+25%	+$192K	0.01%	726
2026 Q1	$659K	Sell	16,861 -283	-2%	-$12.1K	0.01%	843
2025 Q4	$794K	Sell	17,144 -431	-2%	-$17.4K	0.01%	755
2025 Q3	$721K	Buy	17,575 +187	+1%	+$7.26K	0.01%	777
2025 Q2	$588K	Sell	17,388 -874	-5%	-$27K	0.01%	842
2025 Q1	$559K	Sell	18,262 -50	-0.3%	-$1.67K	0.01%	818
2024 Q4	$555K	Buy	18,312 +10,990	+150%	+$348K	0.01%	848
2024 Q3	$226K	Sell	7,322 -1	-0%	-$30	﹤0.01%	1297
2024 Q2	$216K	Buy	+7,323	New	+$218K	﹤0.01%	1254
2019 Q3	–	Sell	-2,644	Closed	-$31K	–	1116
2019 Q2	$31K	Hold	2,644	–	–	﹤0.01%	680
2019 Q1	$32K	Sell	2,644 -542	-17%	-$6.87K	﹤0.01%	602
2018 Q4	$39K	Buy	+3,186	New	+$43.2K	0.01%	502
2018 Q3	–	Sell	-3,400	Closed	-$52K	–	1240
2018 Q2	$52K	Sell	3,400 -275	-7%	-$4.47K	0.01%	486
2018 Q1	$65K	Hold	3,675	–	–	0.01%	455
2017 Q4	$68K	Hold	3,675	–	–	0.01%	430
2017 Q3	$63K	Hold	3,675	–	–	0.02%	328
2017 Q2	$62K	Buy	+3,675	New	+$59.7K	0.02%	420

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

OneDigital Investment Advisors's UBS Position: Q2 2026 in Review

OneDigital Investment Advisors increased its UBS Group (UBS) stake by 25% in Q2 2026, buying an estimated $192K and bringing the position to 21,071 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #726.

OneDigital Investment Advisors first reported a position in UBS in Q2 2017 and has held it in 17 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

OneDigital Investment Advisors held 21,071 shares of UBS Group worth $1.04M as of Q2 2026.
OneDigital Investment Advisors bought 4,210 UBS Group shares in Q2 2026, an estimated $192K.
UBS Group made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #726 holding.
OneDigital Investment Advisors first reported a position in UBS Group in Q2 2017 and has held it in 17 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.