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Waverly Advisors’s UBS Group UBS Stock Holding History

Waverly 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
Q2 		$847K Buy
17,093
+803
+5% +$36.6K ﹤0.01% 950
2026
Q1 		$636K Sell
16,290
-58
-0.4% -$2.48K ﹤0.01% 973
2025
Q4 		$757K Buy
16,348
+671
+4% +$27.1K 0.01% 852
2025
Q3 		$643K Buy
15,677
+113
+0.7% +$4.39K 0.01% 770
2025
Q2 		$526K Sell
15,564
-1,306
-8% -$40.4K 0.01% 783
2025
Q1 		$517K Sell
16,870
-750
-4% -$25K 0.01% 762
2024
Q4 		$534K Buy
+17,620
New +$558K 0.01% 668

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Waverly Advisors's UBS Position: Q2 2026 in Review

Waverly Advisors increased its UBS Group (UBS) stake by 4.9% in Q2 2026, buying an estimated $36.6K and bringing the position to 17,093 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Waverly Advisors first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Waverly Advisors held 17,093 shares of UBS Group worth $847K as of Q2 2026.
  • Waverly Advisors bought 803 UBS Group shares in Q2 2026, an estimated $36.6K.
  • UBS Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #950 holding.
  • Waverly Advisors first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.