UBS Group
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UBS Group’s BioVie BIVI Stock Holding History

UBS Group’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8 Sell
6
-765
-99% -$983 ﹤0.01% 10346
2025
Q4 		$895 Sell
771
-2,149
-74% -$3.46K ﹤0.01% 9770
2025
Q3 		$5.55K Sell
2,920
-9,299
-76% -$37.7K ﹤0.01% 8858
2025
Q2 		$113K Buy
12,219
+7,238
+145% +$71.5K ﹤0.01% 7132
2025
Q1 		$48.8K Buy
4,981
+148
+3% +$2.37K ﹤0.01% 7614
2024
Q4 		$96.7K Buy
4,833
+4,828
+96,560% +$116K ﹤0.01% 6895
2024
Q3 		$54 Hold
5
– – ﹤0.01% 9227
2024
Q2 		$184 Sell
5
-219
-98% -$10.5K ﹤0.01% 9088
2024
Q1 		$11.8K Buy
224
+89
+66% +$9.12K ﹤0.01% 7164
2023
Q4 		$17K Buy
135
+101
+297% +$30.3K ﹤0.01% 7204
2023
Q3 		$11.6K Sell
34
-15
-31% -$5.86K ﹤0.01% 7050
2023
Q2 		$21K Buy
49
+15
+44% +$10.1K ﹤0.01% 6846
2023
Q1 		$27.5K Sell
34
-2
-6% -$1.33K ﹤0.01% 6851
2022
Q4 		$27.7K Buy
36
+27
+300% +$14.6K ﹤0.01% 7322
2022
Q3 		$2K Buy
9
+6
+200% +$1.43K ﹤0.01% 9695
2022
Q2 		$0 Sell
3
-18
-86% -$5.4K ﹤0.01% 10320
2022
Q1 		$10K Hold
21
– – ﹤0.01% 8394
2021
Q4 		$10K Buy
21
+20
+2,000% +$11.6K ﹤0.01% 8759
2021
Q3 		$1K Sell
1
-18
-95% -$19.3K ﹤0.01% 9141
2021
Q2 		$32K Buy
+19
New +$29.6K ﹤0.01% 6846

Other funds holding BIVI

DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

UBS Group's BIVI Position: Q1 2026 in Review

UBS Group reduced its BioVie (BIVI) stake by 99% in Q1 2026, selling an estimated $983 and leaving 6 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #10346.

UBS Group first reported a position in BIVI in Q2 2021 and has held it in 20 quarters since. The position peaked at $113K in Q2 2025. 33 funds tracked by Wall St. Rank hold BIVI as of Q1 2026.

  • UBS Group held 6 shares of BioVie worth $8 as of Q1 2026.
  • UBS Group sold 765 BioVie shares in Q1 2026, an estimated $983.
  • BioVie made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10346 holding.
  • UBS Group first reported a position in BioVie in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's BioVie position peaked at $113K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held BioVie as of Q1 2026.

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