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 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 $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Seven Mile Advisory's UBS Position: Q1 2026 in Review

Seven Mile Advisory increased its UBS Group (UBS) stake by 4.7% in Q1 2026, buying an estimated $13K and bringing the position to 6,737 shares worth $263K. The position accounts for 0.19% of the portfolio, ranked #121.

Seven Mile Advisory first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $298K in Q4 2025. 680 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Seven Mile Advisory held 6,737 shares of UBS Group worth $263K as of Q1 2026.
Seven Mile Advisory bought 303 UBS Group shares in Q1 2026, an estimated $13K.
UBS Group made up 0.19% of Seven Mile Advisory's portfolio in Q1 2026, its #121 holding.
Seven Mile Advisory first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Seven Mile Advisory's UBS Group position peaked at $298K in Q4 2025.
680 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.