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World Investment Advisors’s UBS Group UBS Stock Holding History

World Investment 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 		$271K Sell
6,750
-1,386
-17% -$63.1K ﹤0.01% 1287
2026
Q1 		$318K Sell
8,136
-232
-3% -$9.93K 0.01% 1224
2025
Q4 		$388K Buy
8,368
+2,428
+41% +$98.1K 0.01% 1061
2025
Q3 		$244K Buy
+5,940
New +$231K 0.01% 1083

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

World Investment Advisors's UBS Position: Q2 2026 in Review

World Investment Advisors reduced its UBS Group (UBS) stake by 17% in Q2 2026, selling an estimated $63.1K and leaving 6,750 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

World Investment Advisors first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $388K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • World Investment Advisors held 6,750 shares of UBS Group worth $271K as of Q2 2026.
  • World Investment Advisors sold 1,386 UBS Group shares in Q2 2026, an estimated $63.1K.
  • UBS Group made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1287 holding.
  • World Investment Advisors first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • World Investment Advisors's UBS Group position peaked at $388K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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