UBS Group
AERT

UBS Group’s Aeries Technology AERT Stock Holding History

UBS Group’s Portfolio AERT Stock Details AERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.6K Sell
2,148
-2,424
-53% -$13.3K ﹤0.01% 8310
2026
Q1 		$11.4K Buy
4,572
+2,260
+98% +$7.8K ﹤0.01% 8302
2025
Q4 		$9.52K Sell
2,312
-1,831
-44% -$8.88K ﹤0.01% 8278
2025
Q3 		$22.5K Buy
4,143
+728
+21% +$4.93K ﹤0.01% 8078
2025
Q2 		$33.3K Buy
3,415
+1,174
+52% +$7.02K ﹤0.01% 8090
2025
Q1 		$10.4K Sell
2,241
-2,637
-54% -$13.9K ﹤0.01% 8629
2024
Q4 		$36.3K Buy
4,878
+3,607
+284% +$39.2K ﹤0.01% 7496
2024
Q3 		$23.3K Buy
+1,271
New +$22.7K ﹤0.01% 7280
2024
Q2 		– Sell
-37
Closed -$768 – 9466
2024
Q1 		$768 Buy
+37
New +$708 ﹤0.01% 8370
2023
Q2 		– Sell
-163
Closed -$13.5K – 8830
2023
Q1 		$13.5K Buy
163
+140
+609% +$11.5K ﹤0.01% 7394
2022
Q4 		$1.89K Hold
23
– – ﹤0.01% 9772
2022
Q3 		$2K Hold
23
– – ﹤0.01% 9689
2022
Q2 		$2K Hold
23
– – ﹤0.01% 9501
2022
Q1 		$2K Hold
23
– – ﹤0.01% 9600
2021
Q4 		$2K Buy
+23
New +$1.79K ﹤0.01% 9775

Other funds holding AERT

DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

UBS Group's AERT Position: Q2 2026 in Review

UBS Group reduced its Aeries Technology (AERT) stake by 53% in Q2 2026, selling an estimated $13.3K and leaving 2,148 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #8310.

UBS Group first reported a position in AERT in Q4 2021 and has held it in 15 quarters since. The position peaked at $36.3K in Q4 2024. 4 funds tracked by Wall St. Rank hold AERT as of Q2 2026.

  • UBS Group held 2,148 shares of Aeries Technology worth $15.6K as of Q2 2026.
  • UBS Group sold 2,424 Aeries Technology shares in Q2 2026, an estimated $13.3K.
  • Aeries Technology made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8310 holding.
  • UBS Group first reported a position in Aeries Technology in Q4 2021 and has held it in 15 quarters since.
  • UBS Group's Aeries Technology position peaked at $36.3K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Aeries Technology as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.