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 Q2	$296K	Sell	5,976 -238	-4%	-$10.8K	0.02%	489
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 $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

Soltis Investment Advisors's UBS Position: Q2 2026 in Review

Soltis Investment Advisors reduced its UBS Group (UBS) stake by 3.8% in Q2 2026, selling an estimated $10.8K and leaving 5,976 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #489.

Soltis Investment Advisors first reported a position in UBS in Q4 2022 and has held it in 7 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Soltis Investment Advisors held 5,976 shares of UBS Group worth $296K as of Q2 2026.
Soltis Investment Advisors sold 238 UBS Group shares in Q2 2026, an estimated $10.8K.
UBS Group made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #489 holding.
Soltis Investment Advisors first reported a position in UBS Group in Q4 2022 and has held it in 7 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.