Aspen Grove Capital’s UBS Group UBS Stock Holding History

Aspen Grove Capital’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	$287K	Buy	+5,798	New	+$264K	0.04%	165
2026 Q1	–	Sell	-4,828	Closed	-$224K	–	217
2025 Q4	$224K	Sell	4,828 -435	-8%	-$17.6K	0.04%	183
2025 Q3	$216K	Sell	5,263 -752	-13%	-$29.2K	0.04%	185
2025 Q2	$203K	Buy	+6,015	New	+$186K	0.03%	219

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

Aspen Grove Capital's UBS Position: Q2 2026 in Review

Aspen Grove Capital opened a new position in UBS Group (UBS) in Q2 2026: 5,798 shares worth $287K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings. This is a return to the name: Aspen Grove Capital previously reported a position in UBS as recently as Q4 2025.

Aspen Grove Capital first reported a position in UBS in Q2 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Aspen Grove Capital held 5,798 shares of UBS Group worth $287K as of Q2 2026.
UBS Group was a new Aspen Grove Capital position in Q2 2026.
UBS Group made up 0.04% of Aspen Grove Capital's portfolio in Q2 2026, its #165 holding.
Aspen Grove Capital first reported a position in UBS Group in Q2 2025 and has held it in 4 quarters since.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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