UBS Group
RSSS icon

UBS Group’s Research Solutions RSSS Stock Holding History

UBS Group’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.41K Buy
3,723
+1,378
+59% +$3.52K ﹤0.01% 8508
2025
Q4 		$6.89K Buy
+2,345
New +$7.31K ﹤0.01% 8496
2025
Q3 		– Sell
-391
Closed -$1.12K – 10841
2025
Q2 		$1.12K Sell
391
-517
-57% -$1.42K ﹤0.01% 9673
2025
Q1 		$2.36K Sell
908
-5,053
-85% -$17.2K ﹤0.01% 9350
2024
Q4 		$24.7K Buy
+5,961
New +$18.8K ﹤0.01% 7745
2024
Q3 		– Sell
-2,076
Closed -$5.29K – 9985
2024
Q2 		$5.29K Sell
2,076
-2,054
-50% -$5.83K ﹤0.01% 8010
2024
Q1 		$13.1K Sell
4,130
-1,610
-28% -$4.63K ﹤0.01% 7120
2023
Q4 		$14.9K Buy
5,740
+4,740
+474% +$11.6K ﹤0.01% 7270
2023
Q3 		$2.5K Hold
1,000
– – ﹤0.01% 7691
2023
Q2 		$2.04K Sell
1,000
-1,218
-55% -$2.56K ﹤0.01% 7816
2023
Q1 		$4.46K Buy
2,218
+1,218
+122% +$2.55K ﹤0.01% 8184
2022
Q4 		$1.92K Sell
1,000
-2,623
-72% -$5.35K ﹤0.01% 9766
2022
Q3 		$7K Sell
3,623
-1,078
-23% -$2.01K ﹤0.01% 8899
2022
Q2 		$9K Buy
4,701
+2,109
+81% +$4.12K ﹤0.01% 8166
2022
Q1 		$5K Sell
2,592
-2,133
-45% -$4.68K ﹤0.01% 9159
2021
Q4 		$11K Buy
+4,725
New +$11.7K ﹤0.01% 8681
2020
Q3 		– Sell
-890
Closed -$2K – 8348
2020
Q2 		$2K Buy
+890
New +$2.56K ﹤0.01% 7651

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

UBS Group's RSSS Position: Q1 2026 in Review

UBS Group increased its Research Solutions (RSSS) stake by 59% in Q1 2026, buying an estimated $3.52K and bringing the position to 3,723 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #8508.

UBS Group first reported a position in RSSS in Q2 2020 and has held it in 17 quarters since. The position peaked at $24.7K in Q4 2024. 39 funds tracked by Wall St. Rank hold RSSS as of Q1 2026.

  • UBS Group held 3,723 shares of Research Solutions worth $8.41K as of Q1 2026.
  • UBS Group bought 1,378 Research Solutions shares in Q1 2026, an estimated $3.52K.
  • Research Solutions made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8508 holding.
  • UBS Group first reported a position in Research Solutions in Q2 2020 and has held it in 17 quarters since.
  • UBS Group's Research Solutions position peaked at $24.7K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Research Solutions as of Q1 2026.

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