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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group's AX Position: Q2 2026 in Review

UBS Group increased its Axos Financial (AX) stake by 5% in Q2 2026, buying an estimated $1.35M and bringing the position to 316,780 shares worth $30.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

UBS Group first reported a position in AX in Q4 2014 and has held it in 47 quarters since. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • UBS Group held 316,780 shares of Axos Financial worth $30.9M as of Q2 2026.
  • UBS Group bought 14,964 Axos Financial shares in Q2 2026, an estimated $1.35M.
  • Axos Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2242 holding.
  • UBS Group first reported a position in Axos Financial in Q4 2014 and has held it in 47 quarters since.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

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