Vident Advisory’s UBS Group UBS Stock Holding History

Vident Advisory’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	$3.72M	Buy	75,159 +2,377	+3%	+$108K	0.03%	479
2026 Q1	$2.84M	Buy	72,782 +3,229	+5%	+$138K	0.02%	516
2025 Q4	$3.22M	Sell	69,553 -13,524	-16%	-$546K	0.03%	436
2025 Q3	$3.41M	Sell	83,077 -38,743	-32%	-$1.5M	0.03%	405
2025 Q2	$4.12M	Sell	121,820 -2,573	-2%	-$79.6K	0.05%	321
2025 Q1	$3.8M	Buy	124,393 +11,384	+10%	+$380K	0.06%	292
2024 Q4	$3.44M	Sell	113,009 -4,336	-4%	-$137K	0.06%	289
2024 Q3	$3.63M	Buy	117,345 +63,868	+119%	+$1.92M	0.09%	224
2024 Q2	$1.58M	Buy	53,477 +10,929	+26%	+$325K	0.04%	445
2024 Q1	$1.31M	Buy	42,548 +5,790	+16%	+$171K	0.03%	500
2023 Q4	$1.14M	Buy	36,758 +1,912	+5%	+$50.3K	0.03%	525
2023 Q3	$859K	Buy	+34,846	New	+$814K	0.03%	557

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

Vident Advisory's UBS Position: Q2 2026 in Review

Vident Advisory increased its UBS Group (UBS) stake by 3.3% in Q2 2026, buying an estimated $108K and bringing the position to 75,159 shares worth $3.72M. The position accounts for 0.03% of the portfolio, ranked #479.

Vident Advisory first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.12M in Q2 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Vident Advisory held 75,159 shares of UBS Group worth $3.72M as of Q2 2026.
Vident Advisory bought 2,377 UBS Group shares in Q2 2026, an estimated $108K.
UBS Group made up 0.03% of Vident Advisory's portfolio in Q2 2026, its #479 holding.
Vident Advisory first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's UBS Group position peaked at $4.12M in Q2 2025.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.