Vestmark Advisory Solutions’s UBS Group UBS Stock Holding History

Vestmark Advisory Solutions’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 Q2	$4.26M	Sell	85,946 -48,359	-36%	-$2.2M	0.04%	432
2026 Q1	$5.25M	Sell	134,305 -33,515	-20%	-$1.43M	0.06%	339
2025 Q4	$7.77M	Buy	167,820 +68,317	+69%	+$2.76M	0.1%	200
2025 Q3	$4.08M	Buy	+99,503	New	+$3.86M	0.08%	253
2023 Q3	–	Sell	-38,353	Closed	-$777K	–	839
2023 Q2	$777K	Sell	38,353 -2,345	-6%	-$47.1K	0.03%	506
2023 Q1	$869K	Buy	40,698 +91	+0.2%	+$1.9K	0.04%	470
2022 Q4	$758K	Sell	40,607 -1,657	-4%	-$28.2K	0.04%	486
2022 Q3	$613K	Sell	42,264 -2,648	-6%	-$42.4K	0.03%	495
2022 Q2	$728K	Sell	44,912 -5,969	-12%	-$105K	0.04%	452
2022 Q1	$994K	Sell	50,881 -5,971	-11%	-$113K	0.06%	359
2021 Q4	$1.02M	Buy	56,852 +16,718	+42%	+$294K	0.06%	362
2021 Q3	$640K	Buy	40,134 +522	+1%	+$8.45K	0.04%	432
2021 Q2	$608K	Sell	39,612 -915	-2%	-$14.4K	0.04%	427
2021 Q1	$629K	Buy	40,527 +1,022	+3%	+$15.7K	0.06%	384
2020 Q4	$558K	Buy	39,505 +6,235	+19%	+$82.6K	0.06%	333
2020 Q3	$371K	Sell	33,270 -3,249	-9%	-$38.9K	0.05%	378
2020 Q2	$421K	Buy	36,519 +922	+3%	+$9.5K	0.07%	334
2020 Q1	$330K	Sell	35,597 -1,590	-4%	-$18.3K	0.06%	339
2019 Q4	$468K	Sell	37,187 -4,169	-10%	-$49.6K	0.1%	207
2019 Q3	$468K	Sell	41,356 -7,878	-16%	-$88.7K	0.08%	310
2019 Q2	$583K	Buy	49,234 +12,170	+33%	+$149K	0.1%	254
2019 Q1	$449K	Buy	+37,064	New	+$469K	0.08%	304

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vestmark Advisory Solutions's UBS Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its UBS Group (UBS) stake by 36% in Q2 2026, selling an estimated $2.2M and leaving 85,946 shares worth $4.26M. The position accounts for 0.04% of the portfolio, ranked #432.

Vestmark Advisory Solutions first reported a position in UBS in Q1 2019 and has held it in 22 quarters since. The position peaked at $7.77M in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Vestmark Advisory Solutions held 85,946 shares of UBS Group worth $4.26M as of Q2 2026.
Vestmark Advisory Solutions sold 48,359 UBS Group shares in Q2 2026, an estimated $2.2M.
UBS Group made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #432 holding.
Vestmark Advisory Solutions first reported a position in UBS Group in Q1 2019 and has held it in 22 quarters since.
Vestmark Advisory Solutions's UBS Group position peaked at $7.77M in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.