UBS Group
AIFU

UBS Group’s AIFU Inc AIFU Stock Holding History

UBS Group’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.55K Buy
+100
New +$3.77K ﹤0.01% 9032
2026
Q1 		– Sell
-9
Closed -$493 – 11431
2025
Q4 		$493 Buy
9
+6
+200% +$462 ﹤0.01% 9938
2025
Q3 		$361 Sell
3
-175
-98% -$21.7K ﹤0.01% 9717
2025
Q2 		$21.5K Buy
178
+15
+9% +$1.01K ﹤0.01% 8380
2025
Q1 		$13.7K Buy
+163
New +$26.7K ﹤0.01% 8450
2024
Q2 		– Sell
-4
Closed -$8.47K – 10246
2024
Q1 		$8.47K Buy
4
+2
+100% +$4.39K ﹤0.01% 7330
2023
Q4 		$6.59K Buy
+2
New +$5.52K ﹤0.01% 7691
2023
Q3 		– Hold
0
– -$8 – 10069
2023
Q2 		– Sell
-5
Closed -$16.1K – 8752
2023
Q1 		$16.1K Sell
5
-2
-29% -$6.21K ﹤0.01% 7249
2022
Q4 		$21.1K Sell
7
-2
-22% -$4.64K ﹤0.01% 7588
2022
Q3 		$19K Buy
9
+1
+13% +$2.03K ﹤0.01% 7475
2022
Q2 		$16K Sell
8
-9
-53% -$20.7K ﹤0.01% 7218
2022
Q1 		$49K Sell
17
-79
-82% -$219K ﹤0.01% 6528
2021
Q4 		$280K Sell
96
-892
-90% -$4.28M ﹤0.01% 5419
2021
Q3 		$4.76M Buy
988
+379
+62% +$2.11M ﹤0.01% 2723
2021
Q2 		$3.68M Sell
609
-2,537
-81% -$14.2M ﹤0.01% 2992
2021
Q1 		$17.5M Buy
3,146
+16
+0.5% +$93.7K 0.01% 1529
2020
Q4 		$15.1M Buy
3,130
+2
+0.1% +$11.8K 0.01% 1537
2020
Q3 		$21M Sell
3,128
-5
-0.2% -$40.7K 0.01% 1138
2020
Q2 		$25.1M Sell
3,133
-1
-0% -$7.87K 0.01% 961
2020
Q1 		$25.2M Buy
3,134
+2
+0.1% +$17.9K 0.01% 865
2019
Q4 		$32.5M Buy
3,132
+6
+0.2% +$61.8K 0.01% 1038
2019
Q3 		$33.3M Buy
3,126
+2
+0.1% +$24.3K 0.01% 907
2019
Q2 		$41.8M Buy
3,124
+261
+9% +$2.97M 0.02% 762
2019
Q1 		$30.1M Buy
2,863
+998
+54% +$9.86M 0.01% 901
2018
Q4 		$16.4M Buy
1,865
+193
+12% +$1.96M 0.01% 1223
2018
Q3 		$18.1M Buy
1,672
+889
+114% +$9.81M 0.01% 1280
2018
Q2 		$8.92M Sell
783
-4
-0.5% -$46.5K ﹤0.01% 1848
2018
Q1 		$8.51M Buy
787
+4
+0.5% +$45.5K ﹤0.01% 1843
2017
Q4 		$6.77M Buy
783
+604
+337% +$4.51M ﹤0.01% 2058
2017
Q3 		$899K Buy
179
+144
+411% +$546K ﹤0.01% 3793
2017
Q2 		$118K Buy
35
+34
+3,400% +$118K ﹤0.01% 5070
2017
Q1 		$4K Buy
+1
New +$3.51K ﹤0.01% 7095
2016
Q3 		– Sell
-2
Closed -$5K – 7982
2016
Q2 		$5K Hold
2
– – ﹤0.01% 7142
2016
Q1 		$6K Hold
2
– – ﹤0.01% 6942
2015
Q4 		$9K Sell
2
-106
-98% -$383K ﹤0.01% 7372
2015
Q3 		$330K Buy
108
+35
+48% +$110K ﹤0.01% 4231
2015
Q2 		$257K Sell
73
-72
-50% -$274K ﹤0.01% 4662
2015
Q1 		$500K Hold
145
– – ﹤0.01% 4147
2014
Q4 		$384K Buy
+145
New +$334K ﹤0.01% 4426

Other funds holding AIFU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's AIFU Position: Q2 2026 in Review

UBS Group opened a new position in AIFU Inc (AIFU) in Q2 2026: 100 shares worth $4.55K. The stake represents ﹤0.01% of the portfolio and ranks #9032 among its holdings. This is a return to the name: UBS Group previously reported a position in AIFU as recently as Q4 2025.

UBS Group first reported a position in AIFU in Q4 2014 and has held it in 39 quarters since. The position peaked at $41.8M in Q2 2019. 4 funds tracked by Wall St. Rank hold AIFU as of Q2 2026.

  • UBS Group held 100 shares of AIFU Inc worth $4.55K as of Q2 2026.
  • AIFU Inc was a new UBS Group position in Q2 2026.
  • AIFU Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9032 holding.
  • UBS Group first reported a position in AIFU Inc in Q4 2014 and has held it in 39 quarters since.
  • UBS Group's AIFU Inc position peaked at $41.8M in Q2 2019.
  • 4 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2026.

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