UBS Group’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $508K | Sell |
13,023
-190,013
| -94% | -$6.75M | ﹤0.01% | 6219 |
|
|
2026
Q1 | $6.44M | Buy |
203,036
+176,936
| +678% | +$5.69M | ﹤0.01% | 3796 |
|
|
2025
Q4 | $814K | Sell |
26,100
-12,322
| -32% | -$363K | ﹤0.01% | 5746 |
|
|
2025
Q3 | $1.05M | Buy |
38,422
+4,627
| +14% | +$123K | ﹤0.01% | 5539 |
|
|
2025
Q2 | $868K | Buy |
33,795
+11,201
| +50% | +$280K | ﹤0.01% | 5567 |
|
|
2025
Q1 | $564K | Buy |
22,594
+1,254
| +6% | +$33.9K | ﹤0.01% | 5754 |
|
|
2024
Q4 | $582K | Buy |
21,340
+8,925
| +72% | +$235K | ﹤0.01% | 5733 |
|
|
2024
Q3 | $316K | Buy |
12,415
+233
| +2% | +$5.57K | ﹤0.01% | 5534 |
|
|
2024
Q2 | $235K | Sell |
12,182
-4,046
| -25% | -$71.7K | ﹤0.01% | 5554 |
|
|
2024
Q1 | $305K | Sell |
16,228
-971
| -6% | -$19.2K | ﹤0.01% | 5557 |
|
|
2023
Q4 | $366K | Buy |
17,199
+4,384
| +34% | +$78.2K | ﹤0.01% | 5351 |
|
|
2023
Q3 | $216K | Buy |
12,815
+4,178
| +48% | +$73.5K | ﹤0.01% | 5320 |
|
|
2023
Q2 | $136K | Buy |
8,637
+2,947
| +52% | +$49.9K | ﹤0.01% | 5769 |
|
|
2023
Q1 | $110K | Buy |
5,690
+1,441
| +34% | +$33.8K | ﹤0.01% | 5848 |
|
|
2022
Q4 | $104K | Buy |
4,249
+2,659
| +167% | +$65.4K | ﹤0.01% | 6063 |
|
|
2022
Q3 | $38K | Sell |
1,590
-207
| -12% | -$5.37K | ﹤0.01% | 6609 |
|
|
2022
Q2 | $46K | Sell |
1,797
-3,376
| -65% | -$93.9K | ﹤0.01% | 5979 |
|
|
2022
Q1 | $156K | Sell |
5,173
-852
| -14% | -$27.4K | ﹤0.01% | 5558 |
|
|
2021
Q4 | $192K | Buy |
+6,025
| New | +$193K | ﹤0.01% | 5741 |
|
|
2021
Q3 | – | Sell |
-174
| Closed | -$5K | – | 9709 |
|
|
2021
Q2 | $5K | Sell |
174
-2,765
| -94% | -$86.4K | ﹤0.01% | 8541 |
|
|
2021
Q1 | $89K | Sell |
2,939
-3,437
| -54% | -$92.8K | ﹤0.01% | 6050 |
|
|
2020
Q4 | $144K | Buy |
6,376
+4,728
| +287% | +$91.6K | ﹤0.01% | 5458 |
|
|
2020
Q3 | $26K | Sell |
1,648
-4,669
| -74% | -$76.7K | ﹤0.01% | 6094 |
|
|
2020
Q2 | $118K | Sell |
6,317
-3,889
| -38% | -$67.8K | ﹤0.01% | 5169 |
|
|
2020
Q1 | $186K | Sell |
10,206
-9,787
| -49% | -$262K | ﹤0.01% | 4776 |
|
|
2019
Q4 | $642K | Buy |
19,993
+4,712
| +31% | +$148K | ﹤0.01% | 4611 |
|
|
2019
Q3 | $461K | Buy |
15,281
+10,120
| +196% | +$297K | ﹤0.01% | 4634 |
|
|
2019
Q2 | $150K | Buy |
5,161
+1,793
| +53% | +$50K | ﹤0.01% | 5106 |
|
|
2019
Q1 | $91K | Sell |
3,368
-4,632
| -58% | -$130K | ﹤0.01% | 5135 |
|
|
2018
Q4 | $206K | Buy |
8,000
+1,410
| +21% | +$40K | ﹤0.01% | 4935 |
|
|
2018
Q3 | $207K | Buy |
6,590
+1,130
| +21% | +$36.5K | ﹤0.01% | 5030 |
|
|
2018
Q2 | $180K | Buy |
5,460
+2,259
| +71% | +$72.5K | ﹤0.01% | 5030 |
|
|
2018
Q1 | $94K | Buy |
3,201
+1,748
| +120% | +$54.9K | ﹤0.01% | 5259 |
|
|
2017
Q4 | $45K | Sell |
1,453
-1,337
| -48% | -$42K | ﹤0.01% | 5920 |
|
|
2017
Q3 | $80K | Buy |
2,790
+1,275
| +84% | +$36K | ﹤0.01% | 5463 |
|
|
2017
Q2 | $45K | Buy |
1,515
+717
| +90% | +$22.7K | ﹤0.01% | 5732 |
|
|
2017
Q1 | $26K | Sell |
798
-2,436
| -75% | -$81.3K | ﹤0.01% | 5956 |
|
|
2016
Q4 | $111K | Buy |
3,234
+1,965
| +155% | +$58.4K | ﹤0.01% | 5220 |
|
|
2016
Q3 | $34K | Buy |
1,269
+69
| +6% | +$1.84K | ﹤0.01% | 5816 |
|
|
2016
Q2 | $31K | Buy |
1,200
+504
| +72% | +$13.9K | ﹤0.01% | 5902 |
|
|
2016
Q1 | $20K | Sell |
696
-99
| -12% | -$2.7K | ﹤0.01% | 6198 |
|
|
2015
Q4 | $22K | Buy |
795
+195
| +33% | +$5.19K | ﹤0.01% | 6649 |
|
|
2015
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 6960 |
|
|
2015
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 7131 |
|
|
2015
Q1 | $14K | Sell |
600
-643
| -52% | -$14.9K | ﹤0.01% | 7342 |
|
|
2014
Q4 | $31K | Buy |
+1,243
| New | +$30.3K | ﹤0.01% | 7075 |
|
Other funds holding FISI
PCA
ACM
UBS Group's FISI Position: Q2 2026 in Review
UBS Group reduced its Financial Institutions (FISI) stake by 94% in Q2 2026, selling an estimated $6.75M and leaving 13,023 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #6219.
UBS Group first reported a position in FISI in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.44M in Q1 2026. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.
- UBS Group held 13,023 shares of Financial Institutions worth $508K as of Q2 2026.
- UBS Group sold 190,013 Financial Institutions shares in Q2 2026, an estimated $6.75M.
- Financial Institutions made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6219 holding.
- UBS Group first reported a position in Financial Institutions in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Financial Institutions position peaked at $6.44M in Q1 2026.
- 159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.