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a16z Perennial Management’s UBS Group UBS Stock Holding History

a16z Perennial 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 		– Sell
-5,648
Closed -$221K – 152
2026
Q1 		$221K Sell
5,648
-511
-8% -$21.9K 0.02% 131
2025
Q4 		$285K Buy
6,159
+511
+9% +$20.6K 0.02% 104
2025
Q3 		$232K Buy
+5,648
New +$219K 0.02% 121

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

a16z Perennial Management's UBS Position: Q2 2026 in Review

a16z Perennial Management sold out of UBS Group (UBS) in Q2 2026, closing a stake of 5,648 shares — an estimated $221K sold.

a16z Perennial Management first reported a position in UBS in Q3 2025 and held it in 3 quarters. The position peaked at $285K in Q4 2025. 285 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • a16z Perennial Management reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • a16z Perennial Management sold 5,648 UBS Group shares in Q2 2026, an estimated $221K.
  • a16z Perennial Management first reported a position in UBS Group in Q3 2025 and held it in 3 quarters.
  • a16z Perennial Management's UBS Group position peaked at $285K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on a16z Perennial Management's 13F filing for Q2 2026, filed 24 Jul 2026.