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Sequoia Financial Advisors’s UBS Group UBS Stock Holding History

Sequoia Financial 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 		$2.5M Sell
50,412
-6,419
-11% -$292K 0.01% 537
2026
Q1 		$2.22M Buy
56,831
+19,272
+51% +$825K 0.01% 568
2025
Q4 		$1.74M Sell
37,559
-1,797
-5% -$72.6K 0.01% 630
2025
Q3 		$1.61M Buy
39,356
+4,815
+14% +$187K 0.01% 597
2025
Q2 		$1.17M Sell
34,541
-2,732
-7% -$84.5K 0.01% 635
2025
Q1 		$1.14M Buy
37,273
+2,274
+6% +$75.8K 0.01% 575
2024
Q4 		$1.06M Buy
34,999
+771
+2% +$24.4K 0.01% 561
2024
Q3 		$1.06M Sell
34,228
-594
-2% -$17.9K 0.01% 526
2024
Q2 		$1.03M Buy
34,822
+1,083
+3% +$32.2K 0.01% 474
2024
Q1 		$1.04M Buy
33,739
+1,332
+4% +$39.4K 0.01% 469
2023
Q4 		$1M Sell
32,407
-1,288
-4% -$33.9K 0.01% 524
2023
Q3 		$831K Buy
33,695
+3,647
+12% +$85.2K 0.01% 381
2023
Q2 		$609K Buy
30,048
+3,888
+15% +$78.2K 0.01% 460
2023
Q1 		$558K Buy
26,160
+521
+2% +$10.9K 0.01% 436
2022
Q4 		$479K Buy
25,639
+8,451
+49% +$144K 0.01% 443
2022
Q3 		$249K Sell
17,188
-408
-2% -$6.53K 0.01% 442
2022
Q2 		$285K Buy
17,596
+1,770
+11% +$31K 0.01% 451
2022
Q1 		$309K Buy
15,826
+4,466
+39% +$84.5K 0.01% 495
2021
Q4 		$203K Buy
+11,360
New +$200K 0.01% 551

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

Sequoia Financial Advisors's UBS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its UBS Group (UBS) stake by 11% in Q2 2026, selling an estimated $292K and leaving 50,412 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #537.

Sequoia Financial Advisors first reported a position in UBS in Q4 2021 and has held it in 19 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Sequoia Financial Advisors held 50,412 shares of UBS Group worth $2.5M as of Q2 2026.
  • Sequoia Financial Advisors sold 6,419 UBS Group shares in Q2 2026, an estimated $292K.
  • UBS Group made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #537 holding.
  • Sequoia Financial Advisors first reported a position in UBS Group in Q4 2021 and has held it in 19 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.