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Andreas Halvorsen’s UBS Group UBS Stock Holding History

Andreas Halvorsen’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 		$121M Buy
+2,435,805
New +$111M 0.34% 64
2026
Q1 		– Sell
-9,128,817
Closed -$426M – 93
2025
Q4 		$426M Sell
9,128,817
-3,967,743
-30% -$160M 1.13% 40
2025
Q3 		$535M Buy
13,096,560
+10,516,148
+408% +$408M 1.39% 33
2025
Q2 		$87.3M Buy
+2,580,412
New +$79.8M 0.25% 70
2024
Q3 		– Sell
-5,186,506
Closed -$153M – 103
2024
Q2 		$153M Buy
+5,186,506
New +$154M 0.59% 42

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

Andreas Halvorsen's UBS Position: Q2 2026 in Review

Andreas Halvorsen opened a new position in UBS Group (UBS) in Q2 2026: 2,435,805 shares worth $121M. The stake represents 0.34% of the portfolio and ranks #64 among its holdings. This is a return to the name: Andreas Halvorsen previously reported a position in UBS as recently as Q4 2025.

Andreas Halvorsen first reported a position in UBS in Q2 2024 and has held it in 5 quarters since. The position peaked at $535M in Q3 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Andreas Halvorsen held 2,435,805 shares of UBS Group worth $121M as of Q2 2026.
  • UBS Group was a new Andreas Halvorsen position in Q2 2026.
  • UBS Group made up 0.34% of Andreas Halvorsen's portfolio in Q2 2026, its #64 holding.
  • Andreas Halvorsen first reported a position in UBS Group in Q2 2024 and has held it in 5 quarters since.
  • Andreas Halvorsen's UBS Group position peaked at $535M in Q3 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Viking Global Investors's 13F filing for Q2 2026, filed 14 Aug 2026.