UBS Group
NYC

UBS Group’s American Strategic Investment Co NYC Stock Holding History

UBS Group’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$183 Sell
19
-194
-91% -$1.65K ﹤0.01% 10018
2026
Q1 		$1.81K Buy
213
+10
+5% +$90 ﹤0.01% 9426
2025
Q4 		$1.68K Sell
203
-5,146
-96% -$44.5K ﹤0.01% 9497
2025
Q3 		$53.6K Buy
5,349
+1,802
+51% +$21.9K ﹤0.01% 7511
2025
Q2 		$46.6K Buy
3,547
+1,307
+58% +$14.2K ﹤0.01% 7829
2025
Q1 		$25.1K Sell
2,240
-1,437
-39% -$14.5K ﹤0.01% 8073
2024
Q4 		$31.2K Buy
3,677
+2,175
+145% +$19.1K ﹤0.01% 7575
2024
Q3 		$13.9K Sell
1,502
-4,688
-76% -$42.5K ﹤0.01% 7563
2024
Q2 		$59.2K Buy
6,190
+6,102
+6,934% +$47.1K ﹤0.01% 6556
2024
Q1 		$559 Sell
88
-59
-40% -$430 ﹤0.01% 8474
2023
Q4 		$1.17K Buy
147
+11
+8% +$91 ﹤0.01% 8383
2023
Q3 		$1.24K Sell
136
-165
-55% -$1.19K ﹤0.01% 8027
2023
Q2 		$2.38K Sell
301
-1,111
-79% -$10.1K ﹤0.01% 7759
2023
Q1 		$12K Buy
1,412
+1,128
+397% +$13.2K ﹤0.01% 7461
2022
Q4 		$4.02K Buy
284
+87
+44% +$1.87K ﹤0.01% 9403
2022
Q3 		$6K Sell
197
-121
-38% -$3.76K ﹤0.01% 9042
2022
Q2 		$13K Sell
318
-776
-71% -$58.7K ﹤0.01% 7528
2022
Q1 		$116K Buy
1,094
+323
+42% +$30K ﹤0.01% 5794
2021
Q4 		$65K Buy
771
+104
+16% +$6.27K ﹤0.01% 6688
2021
Q3 		$43K Buy
667
+46
+7% +$3.98K ﹤0.01% 6467
2021
Q2 		$65K Sell
621
-326
-34% -$27K ﹤0.01% 6199
2021
Q1 		$65K Buy
947
+485
+105% +$36.1K ﹤0.01% 6294
2020
Q4 		$30K Buy
462
+168
+57% +$13.9K ﹤0.01% 6635
2020
Q3 		$28K Buy
+294
New +$30.6K ﹤0.01% 6044

Other funds holding NYC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS Group's NYC Position: Q2 2026 in Review

UBS Group reduced its American Strategic Investment Co (NYC) stake by 91% in Q2 2026, selling an estimated $1.65K and leaving 19 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #10018.

UBS Group first reported a position in NYC in Q3 2020 and has held it in 24 quarters since. The position peaked at $116K in Q1 2022. 15 funds tracked by Wall St. Rank hold NYC as of Q2 2026.

  • UBS Group held 19 shares of American Strategic Investment Co worth $183 as of Q2 2026.
  • UBS Group sold 194 American Strategic Investment Co shares in Q2 2026, an estimated $1.65K.
  • American Strategic Investment Co made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10018 holding.
  • UBS Group first reported a position in American Strategic Investment Co in Q3 2020 and has held it in 24 quarters since.
  • UBS Group's American Strategic Investment Co position peaked at $116K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q2 2026.

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