UBS Group AG RELI β€” RELIANCE GLOBAL GROUP INC

Ownership history in UBS Group AG  Β·  7 quarters on record

AI Ownership Summary

UBS Group AG reported RELIANCE GLOBAL GROUP INC (RELI) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows RELI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RELI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in RELIANCE GLOBAL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RELI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held RELI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 4,301 -1,542 -26.4% 0.00% $761 2026-05-05 $0.19
2025 Q4 REDUCED β€” β€” β€” 5,843 -1,917 -24.7% 0.00% $3K 2026-01-29 $0.21
2025 Q3 REDUCED β€” β€” β€” 7,760 -9,371 -54.7% 0.00% $7K 2025-11-13 $0.74
2025 Q2 ADDED β€” β€” β€” 17,131 +5,931 +53.0% 0.00% $32K 2025-08-14 $1.03
2025 Q1 REDUCED β€” β€” β€” 11,200 -32,150 -74.2% 0.00% $13K 2025-05-13 $1.24
2024 Q4 ADDED β€” β€” β€” 43,350 +31,233 +257.8% 0.00% $112K 2025-02-14 $1.71
2024 Q3 INITIATED β€” β€” β€” 12,117 β€” β€” 0.00% $27K 2024-11-14 $1.59

FAQ About UBS Group AG and RELI

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning RELI?

UBS Group AG reported RELI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported RELI position in UBS Group AG's portfolio?

The largest reported portfolio weight for RELI was 0.00% in 2024 Q4.

What is the latest reported RELI position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 4,301 shares, equal to 0.00% of portfolio, with an estimated market value of $761.

What does the chart on this RELI ownership page compare?

The chart compares UBS Group AG's quarterly RELI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS Group AG time their RELI position?

Based on 13F filing dates vs. subsequent RELI price moves, UBS Group AG correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on RELI relative to SPY over the holding period was -79.7%.

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