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SOA Wealth Advisors’s UBS Group UBS Stock Holding History

SOA Wealth 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 		$8.1K Buy
+8,098
New +$369K ﹤0.01% 638

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SOA Wealth Advisors's UBS Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in UBS Group (UBS) in Q2 2026: 8,098 shares worth $8.1K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings.

144 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • SOA Wealth Advisors held 8,098 shares of UBS Group worth $8.1K as of Q2 2026.
  • UBS Group was a new SOA Wealth Advisors position in Q2 2026.
  • UBS Group made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #638 holding.
  • 144 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.