Aquatic Capital Management’s UBS Group UBS Stock Holding History

Aquatic Capital 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	-37,276	Closed	-$1.46M	–	1754
2026 Q1	$1.46M	Buy	+37,276	New	+$1.6M	0.04%	461
2024 Q4	–	Sell	-1,322	Closed	-$40.9K	–	1623
2024 Q3	$40.9K	Buy	+1,322	New	+$39.7K	﹤0.01%	1018
2024 Q2	–	Sell	-54,800	Closed	-$1.68M	–	1612
2024 Q1	$1.68M	Sell	54,800 -35,700	-39%	-$1.05M	0.06%	280
2023 Q4	$2.8M	Buy	+90,500	New	+$2.38M	0.07%	259
2023 Q3	–	Sell	-23,100	Closed	-$468K	–	1674
2023 Q2	$468K	Buy	+23,100	New	+$464K	0.03%	465
2023 Q1	–	Sell	-4,700	Closed	-$88K	–	1772
2022 Q4	$88K	Sell	4,700 -1,400	-23%	-$23.8K	0.01%	897
2022 Q3	$89K	Sell	6,100 -700	-10%	-$11.2K	0.01%	786
2022 Q2	$110K	Buy	+6,800	New	+$119K	0.04%	459
2022 Q1	–	Sell	-1,700	Closed	-$30K	–	1547
2021 Q4	$30K	Buy	+1,700	New	+$29.9K	0.06%	476

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

Aquatic Capital Management's UBS Position: Q2 2026 in Review

Aquatic Capital Management sold out of UBS Group (UBS) in Q2 2026, closing a stake of 37,276 shares — an estimated $1.46M sold.

Aquatic Capital Management first reported a position in UBS in Q4 2021 and held it in 9 quarters. The position peaked at $2.8M in Q4 2023. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Aquatic Capital Management reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Aquatic Capital Management sold 37,276 UBS Group shares in Q2 2026, an estimated $1.46M.
Aquatic Capital Management first reported a position in UBS Group in Q4 2021 and held it in 9 quarters.
Aquatic Capital Management's UBS Group position peaked at $2.8M in Q4 2023.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.