Andra AP-fonden’s UBS Group UBS Stock Holding History

Andra AP-fonden’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	$14.7M	Sell	366,087 -76,032	-17%	-$3.46M	0.17%	146
2026 Q1	$13.6M	Buy	442,119 +376,955	+578%	+$16.1M	0.16%	156
2025 Q4	$2.41M	Buy	+65,164	New	+$2.63M	0.03%	348
2025 Q3	–	Sell	-86,857	Closed	-$2.33M	–	497
2025 Q2	$2.33M	Hold	86,857	–	–	0.03%	339
2025 Q1	$2.33M	Buy	86,857 +39,373	+83%	+$1.31M	0.04%	342
2024 Q4	$1.32M	Sell	47,484 -118,545	-71%	-$3.76M	0.02%	354
2024 Q3	$4.33M	Buy	+166,029	New	+$4.99M	0.06%	316

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

Andra AP-fonden's UBS Position: Q2 2026 in Review

Andra AP-fonden reduced its UBS Group (UBS) stake by 17% in Q2 2026, selling an estimated $3.46M and leaving 366,087 shares worth $14.7M. The position accounts for 0.17% of the portfolio, ranked #146.

Andra AP-fonden first reported a position in UBS in Q3 2024 and has held it in 7 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Andra AP-fonden held 366,087 shares of UBS Group worth $14.7M as of Q2 2026.
Andra AP-fonden sold 76,032 UBS Group shares in Q2 2026, an estimated $3.46M.
UBS Group made up 0.17% of Andra AP-fonden's portfolio in Q2 2026, its #146 holding.
Andra AP-fonden first reported a position in UBS Group in Q3 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 Andra AP-fonden's 13F filing for Q2 2026, filed 22 Sep 2026.