Parallel Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $636K | Buy |
16,278
+632
| +4% | +$27K | 0.01% | 633 |
|
|
2025
Q4 | $725K | Buy |
15,646
+741
| +5% | +$29.9K | 0.01% | 552 |
|
|
2025
Q3 | $611K | Buy |
14,905
+271
| +2% | +$10.5K | 0.01% | 589 |
|
|
2025
Q2 | $495K | Sell |
14,634
-3,403
| -19% | -$105K | 0.01% | 635 |
|
|
2025
Q1 | $553K | Sell |
18,037
-1,092
| -6% | -$36.4K | 0.01% | 555 |
|
|
2024
Q4 | $580K | Buy |
19,129
+2,305
| +14% | +$73.1K | 0.01% | 548 |
|
|
2024
Q3 | $520K | Buy |
16,824
+272
| +2% | +$8.17K | 0.01% | 554 |
|
|
2024
Q2 | $489K | Buy |
16,552
+420
| +3% | +$12.5K | 0.01% | 543 |
|
|
2024
Q1 | $496K | Buy |
16,132
+1,262
| +8% | +$37.3K | 0.01% | 542 |
|
|
2023
Q4 | $459K | Buy |
14,870
+4,250
| +40% | +$112K | 0.01% | 515 |
|
|
2023
Q3 | $262K | Buy |
10,620
+1,400
| +15% | +$32.7K | 0.01% | 670 |
|
|
2023
Q2 | $187K | Buy |
9,220
+515
| +6% | +$10.4K | 0.01% | 808 |
|
|
2023
Q1 | $186K | Sell |
8,705
-1,637
| -16% | -$34.2K | 0.01% | 810 |
|
|
2022
Q4 | $193K | Sell |
10,342
-1,897
| -15% | -$32.3K | 0.01% | 711 |
|
|
2022
Q3 | $178K | Sell |
12,239
-2,022
| -14% | -$32.4K | 0.01% | 730 |
|
|
2022
Q2 | $231K | Sell |
14,261
-13
| -0.1% | -$228 | 0.01% | 628 |
|
|
2022
Q1 | $278K | Sell |
14,274
-469
| -3% | -$8.87K | 0.01% | 601 |
|
|
2021
Q4 | $263K | Buy |
14,743
+5,756
| +64% | +$101K | 0.01% | 638 |
|
|
2021
Q3 | $143K | Buy |
8,987
+2,306
| +35% | +$37.3K | 0.01% | 843 |
|
|
2021
Q2 | $102K | Buy |
6,681
+382
| +6% | +$6.03K | ﹤0.01% | 947 |
|
|
2021
Q1 | $98K | Buy |
6,299
+621
| +11% | +$9.55K | ﹤0.01% | 899 |
|
|
2020
Q4 | $80K | Sell |
5,678
-5,135
| -47% | -$68K | ﹤0.01% | 895 |
|
|
2020
Q3 | $121K | Sell |
10,813
-4,584
| -30% | -$55K | 0.01% | 708 |
|
|
2020
Q2 | $177K | Buy |
15,397
+3,690
| +32% | +$38K | 0.01% | 574 |
|
|
2020
Q1 | $108K | Buy |
11,707
+7,615
| +186% | +$87.8K | 0.01% | 655 |
|
|
2019
Q4 | $51K | Buy |
4,092
+327
| +9% | +$3.89K | ﹤0.01% | 1033 |
|
|
2019
Q3 | $43K | Sell |
3,765
-788
| -17% | -$8.87K | ﹤0.01% | 1047 |
|
|
2019
Q2 | $54K | Sell |
4,553
-540
| -11% | -$6.62K | 0.01% | 870 |
|
|
2019
Q1 | $62K | Buy |
5,093
+919
| +22% | +$11.6K | 0.01% | 790 |
|
|
2018
Q4 | $51K | Buy |
4,174
+1,446
| +53% | +$19.6K | 0.01% | 746 |
|
|
2018
Q3 | $43K | Buy |
2,728
+566
| +26% | +$8.9K | 0.01% | 873 |
|
|
2018
Q2 | $33K | Sell |
2,162
-342
| -14% | -$5.56K | ﹤0.01% | 873 |
|
|
2018
Q1 | $44K | Sell |
2,504
-17
| -0.7% | -$323 | 0.01% | 744 |
|
|
2017
Q4 | $46K | Hold |
2,521
| – | – | 0.01% | 734 |
|
|
2017
Q3 | $43K | Sell |
2,521
-289
| -10% | -$4.94K | 0.01% | 735 |
|
|
2017
Q2 | $49K | Buy |
2,810
+1,680
| +149% | +$27.3K | 0.01% | 694 |
|
|
2017
Q1 | $20K | Sell |
1,130
-2,327
| -67% | -$37.5K | ﹤0.01% | 965 |
|
|
2016
Q4 | $54K | Buy |
+3,457
| New | +$52.1K | 0.01% | 561 |
|
Other funds holding UBS
VCM
CCI
Parallel Advisors's UBS Position: Q1 2026 in Review
Parallel Advisors increased its UBS Group (UBS) stake by 4% in Q1 2026, buying an estimated $27K and bringing the position to 16,278 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #633.
Parallel Advisors first reported a position in UBS in Q4 2016 and has held it in 38 quarters since. The position peaked at $725K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.
- Parallel Advisors held 16,278 shares of UBS Group worth $636K as of Q1 2026.
- Parallel Advisors bought 632 UBS Group shares in Q1 2026, an estimated $27K.
- UBS Group made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #633 holding.
- Parallel Advisors first reported a position in UBS Group in Q4 2016 and has held it in 38 quarters since.
- Parallel Advisors's UBS Group position peaked at $725K in Q4 2025.
- 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.