Prime Capital Investment Advisors’s UBS Group UBS Stock Holding History

Prime Capital 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	$277K	Sell	5,584 -463	-8%	-$21.1K	﹤0.01%	892
2026 Q1	$236K	Buy	6,047 +171	+3%	+$7.32K	﹤0.01%	924
2025 Q4	$272K	Sell	5,876 -79	-1%	-$3.19K	﹤0.01%	858
2025 Q3	$244K	Buy	+5,955	New	+$231K	﹤0.01%	872
2025 Q2	–	Sell	-7,100	Closed	-$217K	–	1114
2025 Q1	$217K	Buy	+7,100	New	+$237K	﹤0.01%	947
2024 Q1	–	Sell	-6,905	Closed	-$213K	–	1049
2023 Q4	$213K	Buy	+6,905	New	+$182K	﹤0.01%	862

Other funds holding UBS

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Prime Capital Investment Advisors's UBS Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its UBS Group (UBS) stake by 7.7% in Q2 2026, selling an estimated $21.1K and leaving 5,584 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Prime Capital Investment Advisors first reported a position in UBS in Q4 2023 and has held it in 6 quarters since. 535 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Prime Capital Investment Advisors held 5,584 shares of UBS Group worth $277K as of Q2 2026.
Prime Capital Investment Advisors sold 463 UBS Group shares in Q2 2026, an estimated $21.1K.
UBS Group made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #892 holding.
Prime Capital Investment Advisors first reported a position in UBS Group in Q4 2023 and has held it in 6 quarters since.
535 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.