UBS Group
ADV icon

UBS Group’s Advantage Solutions ADV Stock Holding History

UBS Group’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-552
Closed -$111K – 10174
2021
Q4 		$111K Buy
+552
New +$113K ﹤0.01% 6220

Other funds holding ADV

CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

UBS Group's ADV Position: Q1 2026 in Review

UBS Group increased its Advantage Solutions (ADV) stake by 92% in Q1 2026, buying an estimated $188K and bringing the position to 20,465 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #6183.

UBS Group first reported a position in ADV in Q1 2020 and has held it in 23 quarters since. The position peaked at $743K in Q4 2024. 69 funds tracked by Wall St. Rank hold ADV as of Q1 2026.

  • UBS Group held 20,465 shares of Advantage Solutions worth $433K as of Q1 2026.
  • UBS Group bought 9,790 Advantage Solutions shares in Q1 2026, an estimated $188K.
  • Advantage Solutions made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6183 holding.
  • UBS Group first reported a position in Advantage Solutions in Q1 2020 and has held it in 23 quarters since.
  • UBS Group's Advantage Solutions position peaked at $743K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Advantage Solutions as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.