1832 Asset Management’s UBS Group UBS Stock Holding History

1832 Asset Management’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	$84.1M	Buy	+1,697,000	New	+$77.3M	0.04%	195
2026 Q1	–	Sell	-45,500	Closed	-$2.11M	–	738
2025 Q4	$2.11M	Buy	45,500 +13,100	+40%	+$529K	﹤0.01%	517
2025 Q3	$1.33M	Buy	+32,400	New	+$1.26M	﹤0.01%	553
2024 Q2	–	Sell	-19,800	Closed	-$608K	–	978
2024 Q1	$608K	Sell	19,800 -559,511	-97%	-$16.5M	﹤0.01%	605
2023 Q4	$17.9M	Buy	+579,311	New	+$15.2M	0.03%	263

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

1832 Asset Management's UBS Position: Q2 2026 in Review

1832 Asset Management opened a new position in UBS Group (UBS) in Q2 2026: 1,697,000 shares worth $84.1M. The stake represents 0.04% of the portfolio and ranks #195 among its holdings. This is a return to the name: 1832 Asset Management previously reported a position in UBS as recently as Q4 2025.

1832 Asset Management first reported a position in UBS in Q4 2023 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

1832 Asset Management held 1,697,000 shares of UBS Group worth $84.1M as of Q2 2026.
UBS Group was a new 1832 Asset Management position in Q2 2026.
UBS Group made up 0.04% of 1832 Asset Management's portfolio in Q2 2026, its #195 holding.
1832 Asset Management first reported a position in UBS Group in Q4 2023 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.