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Private Advisor Group’s UBS Group UBS Stock Holding History

Private Advisor Group’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 		$1.02M Buy
26,220
+821
+3% +$35.1K ﹤0.01% 1398
2025
Q4 		$1.18M Buy
25,399
+3,906
+18% +$158K 0.01% 1316
2025
Q3 		$881K Buy
21,493
+1,320
+7% +$51.3K ﹤0.01% 1435
2025
Q2 		$682K Sell
20,173
-4,124
-17% -$128K ﹤0.01% 1519
2025
Q1 		$744K Sell
24,297
-9,901
-29% -$330K ﹤0.01% 1393
2024
Q4 		$1.04M Sell
34,198
-764
-2% -$24.2K 0.01% 1202
2024
Q3 		$1.08M Buy
34,962
+817
+2% +$24.6K 0.01% 1197
2024
Q2 		$1.01M Sell
34,145
-158
-0.5% -$4.7K 0.01% 1200
2024
Q1 		$1.05M Sell
34,303
-4,727
-12% -$140K 0.01% 1137
2023
Q4 		$1.21M Buy
39,030
+1,456
+4% +$38.3K 0.01% 1022
2023
Q3 		$926K Buy
37,574
+559
+2% +$13.1K 0.01% 1079
2023
Q2 		$794K Sell
37,015
-2,662
-7% -$53.5K 0.01% 1158
2023
Q1 		$847K Sell
39,677
-1,387
-3% -$28.9K 0.01% 1072
2022
Q4 		$547K Buy
41,064
+6,024
+17% +$102K 0.03% 546
2022
Q3 		$508K Sell
35,040
-14,349
-29% -$230K 0.01% 1227
2022
Q2 		$800K Sell
49,389
-14,114
-22% -$247K 0.01% 1180
2022
Q1 		$1.24M Sell
63,503
-10,986
-15% -$208K 0.01% 1000
2021
Q4 		$1.33M Sell
74,489
-62,955
-46% -$1.11M 0.01% 984
2021
Q3 		$2.19M Buy
137,444
+69,526
+102% +$1.13M 0.01% 850
2021
Q2 		$1.04M Buy
67,918
+7,628
+13% +$120K 0.01% 1045
2021
Q1 		$936K Buy
60,290
+37,967
+170% +$584K 0.01% 1029
2020
Q4 		$316K Buy
+22,323
New +$296K ﹤0.01% 1436
2020
Q3 		– Sell
-8,263
Closed -$95K – 3304
2020
Q2 		$95K Buy
+8,263
New +$85.1K ﹤0.01% 1734
2020
Q1 		– Sell
-10,398
Closed -$131K – 1639
2019
Q4 		$131K Buy
+10,398
New +$124K ﹤0.01% 1539
2019
Q3 		– Sell
-18,551
Closed -$220K – 1789
2019
Q2 		$220K Buy
18,551
+6,020
+48% +$73.8K ﹤0.01% 1457
2019
Q1 		$153K Buy
12,531
+552
+5% +$6.99K ﹤0.01% 1456
2018
Q4 		$148K Sell
11,979
-3,040
-20% -$41.2K ﹤0.01% 1250
2018
Q3 		$236K Sell
15,019
-2,683
-15% -$42.2K ﹤0.01% 1359
2018
Q2 		$270K Buy
+17,702
New +$288K ﹤0.01% 1038
2018
Q1 		– Sell
-15,967
Closed -$300K – 1379
2017
Q4 		$300K Sell
15,967
-4,905
-24% -$85.3K 0.01% 881
2017
Q3 		$356K Buy
20,872
+3,438
+20% +$58.8K 0.01% 1047
2017
Q2 		$306K Sell
17,434
-1,810
-9% -$29.4K 0.01% 1063
2017
Q1 		$299K Sell
19,244
-2,769
-13% -$44.6K 0.01% 1071
2016
Q4 		$366K Buy
22,013
+8,193
+59% +$123K 0.01% 867
2016
Q3 		$191K Sell
13,820
-16,811
-55% -$229K 0.01% 1021
2016
Q2 		$380K Buy
30,631
+6,345
+26% +$97K 0.02% 730
2016
Q1 		$390K Sell
24,286
-16,601
-41% -$270K 0.02% 664
2015
Q4 		$792K Buy
40,887
+7,968
+24% +$155K 0.04% 448
2015
Q3 		$610K Buy
32,919
+15,203
+86% +$322K 0.03% 501
2015
Q2 		$376K Buy
+17,716
New +$370K 0.02% 701

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 $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Private Advisor Group's UBS Position: Q1 2026 in Review

Private Advisor Group increased its UBS Group (UBS) stake by 3.2% in Q1 2026, buying an estimated $35.1K and bringing the position to 26,220 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Private Advisor Group first reported a position in UBS in Q2 2015 and has held it in 40 quarters since. The position peaked at $2.19M in Q3 2021. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Private Advisor Group held 26,220 shares of UBS Group worth $1.02M as of Q1 2026.
  • Private Advisor Group bought 821 UBS Group shares in Q1 2026, an estimated $35.1K.
  • UBS Group made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1398 holding.
  • Private Advisor Group first reported a position in UBS Group in Q2 2015 and has held it in 40 quarters since.
  • Private Advisor Group's UBS Group position peaked at $2.19M in Q3 2021.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.