SA
UBS icon

Sanctuary Advisors’s UBS Group UBS Stock Holding History

Sanctuary 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 		$2.46M Buy
49,691
+7,420
+18% +$338K 0.01% 941
2026
Q1 		$1.65M Sell
42,271
-763
-2% -$32.7K 0.01% 1051
2025
Q4 		$1.99M Buy
43,034
+5,800
+16% +$234K 0.01% 935
2025
Q3 		$1.53M Buy
37,234
+3,168
+9% +$123K 0.01% 1044
2025
Q2 		$1.15M Buy
34,066
+7,252
+27% +$224K 0.01% 1137
2025
Q1 		$821K Sell
26,814
-4,069
-13% -$136K 0.01% 1226
2024
Q4 		$1.1M Sell
30,883
-3,632
-11% -$115K 0.01% 1205
2024
Q3 		$1.1M Buy
34,515
+8,069
+31% +$242K 0.01% 1207
2024
Q2 		$724K Buy
+26,446
New +$786K 0.01% 1380

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sanctuary Advisors's UBS Position: Q2 2026 in Review

Sanctuary Advisors increased its UBS Group (UBS) stake by 18% in Q2 2026, buying an estimated $338K and bringing the position to 49,691 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #941.

Sanctuary Advisors first reported a position in UBS in Q2 2024 and has held it in 9 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Sanctuary Advisors held 49,691 shares of UBS Group worth $2.46M as of Q2 2026.
  • Sanctuary Advisors bought 7,420 UBS Group shares in Q2 2026, an estimated $338K.
  • UBS Group made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #941 holding.
  • Sanctuary Advisors first reported a position in UBS Group in Q2 2024 and has held it in 9 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.