UBS Group
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UBS Group’s Dominari Holdings DOMH Stock Holding History

UBS Group’s Portfolio DOMH Stock Details DOMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.38K Buy
+2,668
New +$8.39K ﹤0.01% 8684
2026
Q1 		– Sell
-13,032
Closed -$64.5K – 10637
2025
Q4 		$64.5K Buy
13,032
+12,113
+1,318% +$61.9K ﹤0.01% 7105
2025
Q3 		$6.52K Sell
919
-28,670
-97% -$167K ﹤0.01% 8776
2025
Q2 		$161K Buy
29,589
+11,537
+64% +$56K ﹤0.01% 6877
2025
Q1 		$72.2K Buy
18,052
+6,508
+56% +$31.1K ﹤0.01% 7303
2024
Q4 		$11.4K Buy
11,544
+4,664
+68% +$7.66K ﹤0.01% 8240
2024
Q3 		$12.7K Buy
+6,880
New +$12.2K ﹤0.01% 7621
2024
Q2 		– Sell
-47
Closed -$115 – 9633
2024
Q1 		$115 Sell
47
-1,717
-97% -$3.82K ﹤0.01% 8817
2023
Q4 		$4.57K Buy
1,764
+1,683
+2,078% +$3.59K ﹤0.01% 7848
2023
Q3 		$188 Buy
+81
New +$229 ﹤0.01% 8728
2023
Q2 		– Sell
-1,722
Closed -$5.54K – 9052
2023
Q1 		$5.54K Sell
1,722
-2,681
-61% -$10.1K ﹤0.01% 8023
2022
Q4 		$14.4K Buy
+4,403
New +$21.2K ﹤0.01% 8072
2022
Q2 		– Sell
-296
Closed -$2K – 10426
2022
Q1 		$2K Buy
+296
New +$2.35K ﹤0.01% 9619
2021
Q3 		– Sell
-3,814
Closed -$62K – 9638
2021
Q2 		$62K Buy
+3,814
New +$65.3K ﹤0.01% 6237
2021
Q1 		– Sell
-164
Closed -$2K – 9078
2020
Q4 		$2K Sell
164
-5,146
-97% -$51.3K ﹤0.01% 8092
2020
Q3 		$55K Sell
5,310
-635
-11% -$8.93K ﹤0.01% 5579
2020
Q2 		$83K Buy
+5,945
New +$74.4K ﹤0.01% 5441
2020
Q1 		– Sell
-382
Closed -$9K – 8032
2019
Q4 		$9K Buy
+382
New +$8.6K ﹤0.01% 7329
2015
Q4 		– Sell
-5
Closed -$2K – 8386
2015
Q3 		$2K Sell
5
-12
-71% -$6.07K ﹤0.01% 8070
2015
Q2 		$11K Buy
+17
New +$15.7K ﹤0.01% 7381
2015
Q1 		– Sell
-3
Closed -$3.94K – 8926
2014
Q4 		$4K Buy
+3
New +$5.05K ﹤0.01% 9098

Other funds holding DOMH

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CDMG
Creek Drive Management Group San Francisco, California $206M AUM
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $142M AUM 51.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

UBS Group's DOMH Position: Q2 2026 in Review

UBS Group opened a new position in Dominari Holdings (DOMH) in Q2 2026: 2,668 shares worth $8.38K. The stake represents ﹤0.01% of the portfolio and ranks #8684 among its holdings. This is a return to the name: UBS Group previously reported a position in DOMH as recently as Q4 2025.

UBS Group first reported a position in DOMH in Q4 2014 and has held it in 21 quarters since. The position peaked at $161K in Q2 2025. 30 funds tracked by Wall St. Rank hold DOMH as of Q2 2026.

  • UBS Group held 2,668 shares of Dominari Holdings worth $8.38K as of Q2 2026.
  • Dominari Holdings was a new UBS Group position in Q2 2026.
  • Dominari Holdings made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8684 holding.
  • UBS Group first reported a position in Dominari Holdings in Q4 2014 and has held it in 21 quarters since.
  • UBS Group's Dominari Holdings position peaked at $161K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Dominari Holdings as of Q2 2026.

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