Soltis Investment Advisors’s UBS Group UBS Stock Holding History

Soltis 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	$243K	Buy	6,214 +226	+4%	+$9.67K	0.02%	495
2025 Q4	$277K	Buy	5,988 +784	+15%	+$31.7K	0.02%	422
2025 Q3	$213K	Buy	+5,204	New	+$202K	0.01%	447
2023 Q3	–	Sell	-13,290	Closed	-$269K	–	285
2023 Q2	$269K	Buy	13,290 +218	+2%	+$4.38K	0.03%	225
2023 Q1	$279K	Sell	13,072 -2,579	-16%	-$53.8K	0.04%	217
2022 Q4	$292K	Buy	+15,651	New	+$266K	0.04%	203

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

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

Soltis Investment Advisors increased its UBS Group (UBS) stake by 3.8% in Q1 2026, buying an estimated $9.67K and bringing the position to 6,214 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #495.

Soltis Investment Advisors first reported a position in UBS in Q4 2022 and has held it in 6 quarters since. The position peaked at $292K in Q4 2022. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Soltis Investment Advisors held 6,214 shares of UBS Group worth $243K as of Q1 2026.
Soltis Investment Advisors bought 226 UBS Group shares in Q1 2026, an estimated $9.67K.
UBS Group made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #495 holding.
Soltis Investment Advisors first reported a position in UBS Group in Q4 2022 and has held it in 6 quarters since.
Soltis Investment Advisors's UBS Group position peaked at $292K in Q4 2022.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.