UBS Group
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UBS Group’s Axos Financial AX Stock Holding History

UBS Group’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-140,000
Closed -$4M – 7627
2016
Q4 		$4M Buy
+140,000
New +$3.33M ﹤0.01% 2305
2016
Q3 		– Sell
-100
Closed -$2K – 7661
2016
Q2 		$2K Hold
100
– – ﹤0.01% 7416
2016
Q1 		$2K Hold
100
– – ﹤0.01% 7292
2015
Q4 		$2K Buy
+100
New +$2.35K ﹤0.01% 7993
2015
Q2 		– Sell
-4,000
Closed -$93K – 8470
2015
Q1 		$93K Sell
4,000
-136,000
-97% -$2.99M ﹤0.01% 5474
2014
Q4 		$2.72M Buy
+140,000
New +$2.63M ﹤0.01% 2607

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group's AX Position: Q1 2026 in Review

UBS Group increased its Axos Financial (AX) stake by 18% in Q1 2026, buying an estimated $4.15M and bringing the position to 301,816 shares worth $25.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

UBS Group first reported a position in AX in Q4 2014 and has held it in 46 quarters since. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • UBS Group held 301,816 shares of Axos Financial worth $25.7M as of Q1 2026.
  • UBS Group bought 45,592 Axos Financial shares in Q1 2026, an estimated $4.15M.
  • Axos Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2320 holding.
  • UBS Group first reported a position in Axos Financial in Q4 2014 and has held it in 46 quarters since.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

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