Seven Mile Advisory’s UBS Group UBS Stock Holding History

Seven Mile Advisory’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	$346K	Buy	6,980 +243	+4%	+$11.1K	0.23%	97
2026 Q1	$263K	Buy	6,737 +303	+5%	+$13K	0.19%	121
2025 Q4	$298K	Sell	6,434 -500	-7%	-$20.2K	0.05%	171
2025 Q3	$284K	Buy	6,934 +420	+6%	+$16.3K	0.05%	212
2025 Q2	$220K	Sell	6,514 -1,143	-15%	-$35.4K	0.13%	160
2025 Q1	$235K	Sell	7,657 -182	-2%	-$6.07K	0.16%	144
2024 Q4	$238K	Buy	7,839 +241	+3%	+$7.64K	0.15%	129
2024 Q3	$235K	Buy	7,598 +459	+6%	+$13.8K	0.16%	139
2024 Q2	$211K	Sell	7,139 -113	-2%	-$3.36K	0.16%	134
2024 Q1	$223K	Buy	7,252 +180	+3%	+$5.32K	0.17%	133
2023 Q4	$219K	Buy	+7,072	New	+$186K	0.19%	122

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Seven Mile Advisory's UBS Position: Q2 2026 in Review

Seven Mile Advisory increased its UBS Group (UBS) stake by 3.6% in Q2 2026, buying an estimated $11.1K and bringing the position to 6,980 shares worth $346K. The position accounts for 0.23% of the portfolio, ranked #97.

Seven Mile Advisory first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Seven Mile Advisory held 6,980 shares of UBS Group worth $346K as of Q2 2026.
Seven Mile Advisory bought 243 UBS Group shares in Q2 2026, an estimated $11.1K.
UBS Group made up 0.23% of Seven Mile Advisory's portfolio in Q2 2026, its #97 holding.
Seven Mile Advisory first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.