UBS Group
AII

UBS Group’s American Integrity Insurance AII Stock Holding History

UBS Group’s Portfolio AII Stock Details AII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$196K Sell
10,426
-7,552
-42% -$137K ﹤0.01% 6803
2026
Q1 		$347K Sell
17,978
-266
-1% -$5.07K ﹤0.01% 6327
2025
Q4 		$380K Sell
18,244
-15,483
-46% -$344K ﹤0.01% 6241
2025
Q3 		$752K Buy
33,727
+27,621
+452% +$524K ﹤0.01% 5791
2025
Q2 		$112K Buy
+6,106
New +$103K ﹤0.01% 7139

Other funds holding AII

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's AII Position: Q2 2026 in Review

UBS Group reduced its American Integrity Insurance (AII) stake by 42% in Q2 2026, selling an estimated $137K and leaving 10,426 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #6803.

UBS Group first reported a position in AII in Q2 2025 and has held it in 5 quarters since. The position peaked at $752K in Q3 2025. 100 funds tracked by Wall St. Rank hold AII as of Q2 2026.

  • UBS Group held 10,426 shares of American Integrity Insurance worth $196K as of Q2 2026.
  • UBS Group sold 7,552 American Integrity Insurance shares in Q2 2026, an estimated $137K.
  • American Integrity Insurance made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6803 holding.
  • UBS Group first reported a position in American Integrity Insurance in Q2 2025 and has held it in 5 quarters since.
  • UBS Group's American Integrity Insurance position peaked at $752K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held American Integrity Insurance as of Q2 2026.

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