UBS Group’s Aurelion Inc AURE Stock Holding History

UBS Group’s Portfolio AURE Stock Details AURE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,359	Closed	-$8.4K	–	11028
2025 Q4	$8.4K	Buy	+3,359	New	+$17.3K	﹤0.01%	8365
2025 Q3	–	Sell	-1,598	Closed	-$5.66K	–	10805
2025 Q2	$5.66K	Sell	1,598 -302	-16%	-$1.17K	﹤0.01%	9152
2025 Q1	$7.79K	Sell	1,900 -2,068	-52%	-$19.9K	﹤0.01%	8796
2024 Q4	$51.6K	Buy	3,968 +3,258	+459%	+$35K	﹤0.01%	7269
2024 Q3	$5.86K	Buy	710 +386	+119%	+$3.21K	﹤0.01%	8017
2024 Q2	$2.99K	Buy	+324	New	+$3.44K	﹤0.01%	8272
2023 Q4	–	Sell	-135	Closed	-$4.49K	–	9772
2023 Q3	$4.49K	Buy	+135	New	+$12.7K	﹤0.01%	7439

Other funds holding AURE

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group's AURE Position: Q1 2026 in Review

UBS Group sold out of Aurelion Inc (AURE) in Q1 2026, closing a stake of 3,359 shares — an estimated $8.4K sold.

UBS Group first reported a position in AURE in Q3 2023 and held it in 7 quarters. The position peaked at $51.6K in Q4 2024. 2 funds tracked by Wall St. Rank hold AURE as of Q1 2026.

UBS Group reported no remaining Aurelion Inc position as of Q1 2026 after selling out during the quarter.
UBS Group sold 3,359 Aurelion Inc shares in Q1 2026, an estimated $8.4K.
UBS Group first reported a position in Aurelion Inc in Q3 2023 and held it in 7 quarters.
UBS Group's Aurelion Inc position peaked at $51.6K in Q4 2024.
2 funds tracked by Wall St. Rank held Aurelion Inc as of Q1 2026.

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