SkyView Investment Advisors’s UBS Group UBS Stock Holding History

SkyView Investment 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 Q1	$759K	Buy	19,431 +99	+0.5%	+$4.24K	0.1%	143
2025 Q4	$895K	Sell	19,332 -285	-1%	-$11.5K	0.11%	137
2025 Q3	$804K	Buy	19,617 +130	+0.7%	+$5.05K	0.1%	155
2025 Q2	$652K	Sell	19,487 -260	-1%	-$8.04K	0.09%	178
2025 Q1	$605K	Buy	19,747 +1,119	+6%	+$37.3K	0.09%	187
2024 Q4	$565K	Buy	+18,628	New	+$590K	0.09%	187

Other funds holding UBS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

SkyView Investment Advisors's UBS Position: Q1 2026 in Review

SkyView Investment Advisors increased its UBS Group (UBS) stake by 0.51% in Q1 2026, buying an estimated $4.24K and bringing the position to 19,431 shares worth $759K. The position accounts for 0.1% of the portfolio, ranked #143.

SkyView Investment Advisors first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $895K in Q4 2025. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

SkyView Investment Advisors held 19,431 shares of UBS Group worth $759K as of Q1 2026.
SkyView Investment Advisors bought 99 UBS Group shares in Q1 2026, an estimated $4.24K.
UBS Group made up 0.1% of SkyView Investment Advisors's portfolio in Q1 2026, its #143 holding.
SkyView Investment Advisors first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
SkyView Investment Advisors's UBS Group position peaked at $895K in Q4 2025.
685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.