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United Capital Financial Advisors’s UBS Group UBS Stock Holding History

United Capital Financial Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$859K Sell
21,976
-429
-2% -$18.4K 0.01% 819
2025
Q4 		$1.04M Buy
22,405
+2,378
+12% +$96.1K 0.01% 725
2025
Q3 		$821K Buy
20,027
+1,140
+6% +$44.3K 0.01% 705
2025
Q2 		$639K Sell
18,887
-2,572
-12% -$79.6K 0.01% 724
2025
Q1 		$657K Buy
21,459
+576
+3% +$19.2K 0.01% 675
2024
Q4 		$633K Sell
20,883
-2,773
-12% -$87.9K 0.01% 673
2024
Q3 		$731K Sell
23,656
-385
-2% -$11.6K 0.01% 619
2024
Q2 		$710K Buy
24,041
+572
+2% +$17K 0.01% 615
2024
Q1 		$721K Sell
23,469
-2,615
-10% -$77.3K 0.01% 643
2023
Q4 		$806K Buy
+26,084
New +$686K 0.01% 597
2019
Q3 		– Sell
-10,552
Closed -$125K – 1483
2019
Q2 		$125K Sell
10,552
-5,798
-35% -$71.1K ﹤0.01% 1401
2019
Q1 		$198K Buy
16,350
+4,270
+35% +$54.1K ﹤0.01% 1278
2018
Q4 		$150K Sell
12,080
-6,567
-35% -$89.1K ﹤0.01% 1222
2018
Q3 		$293K Buy
18,647
+5,781
+45% +$90.9K ﹤0.01% 1118
2018
Q2 		$197K Buy
12,866
+1,606
+14% +$26.1K ﹤0.01% 1232
2018
Q1 		$199K Buy
+11,260
New +$214K ﹤0.01% 1239
2015
Q4 		– Sell
-14,977
Closed -$277K – 1291
2015
Q3 		$277K Buy
+14,977
New +$317K ﹤0.01% 1077

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

United Capital Financial Advisors's UBS Position: Q1 2026 in Review

United Capital Financial Advisors reduced its UBS Group (UBS) stake by 1.9% in Q1 2026, selling an estimated $18.4K and leaving 21,976 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #819.

United Capital Financial Advisors first reported a position in UBS in Q3 2015 and has held it in 17 quarters since. The position peaked at $1.04M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • United Capital Financial Advisors held 21,976 shares of UBS Group worth $859K as of Q1 2026.
  • United Capital Financial Advisors sold 429 UBS Group shares in Q1 2026, an estimated $18.4K.
  • UBS Group made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #819 holding.
  • United Capital Financial Advisors first reported a position in UBS Group in Q3 2015 and has held it in 17 quarters since.
  • United Capital Financial Advisors's UBS Group position peaked at $1.04M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.