UBS Group
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UBS Group’s Volato Group SOAR Stock Holding History

UBS Group’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Sell
80,458
-722
-0.9% -$154 ﹤0.01% 8415
2026
Q1 		$18.8K Buy
81,180
+70,765
+679% +$30.6K ﹤0.01% 7984
2025
Q4 		$6.67K Buy
10,415
+10,009
+2,465% +$16K ﹤0.01% 8525
2025
Q3 		$719 Sell
406
-12
-3% -$18 ﹤0.01% 9556
2025
Q2 		$539 Sell
418
-38
-8% -$76 ﹤0.01% 9797
2025
Q1 		$789 Sell
456
-2,719
-86% -$10K ﹤0.01% 9657
2024
Q4 		$19.4K Buy
+3,175
New +$21.8K ﹤0.01% 7890
2024
Q3 		– Sell
-50
Closed -$731 – 10027
2024
Q2 		$731 Buy
+50
New +$2.03K ﹤0.01% 8794
2024
Q1 		– Sell
-11
Closed -$1K – 9969
2023
Q4 		$1K Buy
11
+6
+120% +$1.43K ﹤0.01% 8442
2023
Q3 		$1.32K Buy
+5
New +$1.33K ﹤0.01% 7988

Other funds holding SOAR

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
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

UBS Group's SOAR Position: Q2 2026 in Review

UBS Group reduced its Volato Group (SOAR) stake by 0.89% in Q2 2026, selling an estimated $154 and leaving 80,458 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #8415.

UBS Group first reported a position in SOAR in Q3 2023 and has held it in 10 quarters since. The position peaked at $19.4K in Q4 2024. 12 funds tracked by Wall St. Rank hold SOAR as of Q2 2026.

  • UBS Group held 80,458 shares of Volato Group worth $13K as of Q2 2026.
  • UBS Group sold 722 Volato Group shares in Q2 2026, an estimated $154.
  • Volato Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8415 holding.
  • UBS Group first reported a position in Volato Group in Q3 2023 and has held it in 10 quarters since.
  • UBS Group's Volato Group position peaked at $19.4K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Volato Group as of Q2 2026.

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